Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-206
Closed -$50K 156
2021
Q1
$50K Sell
206
-7
-3% -$1.7K ﹤0.01% 176
2020
Q4
$44K Sell
213
-5
-2% -$1.03K 0.01% 176
2020
Q3
$37K Sell
218
-5
-2% -$849 0.01% 181
2020
Q2
$42K Buy
223
+5
+2% +$942 0.01% 156
2020
Q1
$39K Sell
218
-2
-0.9% -$358 0.01% 143
2019
Q4
$45K Sell
220
-90
-29% -$18.4K 0.01% 150
2019
Q3
$47K Buy
310
+1
+0.3% +$152 0.01% 295
2019
Q2
$49K Sell
309
-336
-52% -$53.3K 0.01% 289
2019
Q1
$104K Sell
645
-402
-38% -$64.8K 0.02% 263
2018
Q4
$199K Buy
1,047
+380
+57% +$72.2K 0.04% 196
2018
Q3
$139K Buy
667
+8
+1% +$1.67K 0.03% 286
2018
Q2
$112K Buy
659
+473
+254% +$80.4K 0.02% 309
2018
Q1
$1.11K Sell
186
-354
-66% -$2.11K 0.01% 315
2017
Q4
$110K Sell
540
-1,317
-71% -$268K 0.01% 186
2017
Q3
$347K Sell
1,857
-1
-0.1% -$187 0.03% 169
2017
Q2
$311K Buy
1,858
+1,838
+9,190% +$308K 0.03% 171
2017
Q1
$139 Buy
20
+2
+11% +$14 ﹤0.01% 338
2016
Q4
$138 Buy
+18
New +$138 ﹤0.01% 296