Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-134
Closed -$7K 307
2021
Q1
$7K Sell
134
-5
-4% -$261 ﹤0.01% 459
2020
Q4
$6K Sell
139
-3
-2% -$129 ﹤0.01% 450
2020
Q3
$5K Sell
142
-11
-7% -$387 ﹤0.01% 445
2020
Q2
$5K Buy
153
+1
+0.7% +$33 ﹤0.01% 398
2020
Q1
$5K Sell
152
-1
-0.7% -$33 ﹤0.01% 372
2019
Q4
$8K Sell
153
-60
-28% -$3.14K ﹤0.01% 357
2019
Q3
$11K Sell
213
-7
-3% -$362 ﹤0.01% 492
2019
Q2
$12K Sell
220
-246
-53% -$13.4K ﹤0.01% 473
2019
Q1
$22K Sell
466
-302
-39% -$14.3K ﹤0.01% 486
2018
Q4
$35K Buy
768
+4
+0.5% +$182 0.01% 454
2018
Q3
$38K Buy
764
+54
+8% +$2.69K 0.01% 498
2018
Q2
$34K Buy
710
+649
+1,064% +$31.1K ﹤0.01% 510
2018
Q1
$1.23K Sell
61
-543
-90% -$11K 0.01% 288
2017
Q4
$30K Sell
604
-1,428
-70% -$70.9K ﹤0.01% 359
2017
Q3
$97K Buy
2,032
+4
+0.2% +$191 0.01% 344
2017
Q2
$95K Buy
2,028
+2,021
+28,871% +$94.7K 0.01% 352
2017
Q1
$149 Hold
7
﹤0.01% 326
2016
Q4
$148 Buy
+7
New +$148 ﹤0.01% 281