Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-151
Closed -$9K 327
2021
Q1
$9K Sell
151
-5
-3% -$298 ﹤0.01% 414
2020
Q4
$9K Sell
156
-2
-1% -$115 ﹤0.01% 396
2020
Q3
$9K Sell
158
-11
-7% -$627 ﹤0.01% 361
2020
Q2
$8K Buy
169
+1
+0.6% +$47 ﹤0.01% 338
2020
Q1
$6K Sell
168
-3
-2% -$107 ﹤0.01% 346
2019
Q4
$8K Sell
171
-68
-28% -$3.18K ﹤0.01% 360
2019
Q3
$10K Buy
239
+1
+0.4% +$42 ﹤0.01% 509
2019
Q2
$9K Sell
238
-264
-53% -$9.98K ﹤0.01% 521
2019
Q1
$20K Sell
502
-348
-41% -$13.9K ﹤0.01% 508
2018
Q4
$25K Sell
850
-1
-0.1% -$29 0.01% 533
2018
Q3
$31K Buy
851
+8
+0.9% +$291 0.01% 538
2018
Q2
$32K Buy
843
+785
+1,353% +$29.8K ﹤0.01% 527
2018
Q1
$1.43K Sell
58
-631
-92% -$15.5K 0.01% 262
2017
Q4
$30K Sell
689
-1,656
-71% -$72.1K ﹤0.01% 360
2017
Q3
$91K Buy
2,345
+6
+0.3% +$233 0.01% 359
2017
Q2
$89K Buy
2,339
+2,333
+38,883% +$88.8K 0.01% 363
2017
Q1
$173 Hold
6
﹤0.01% 289
2016
Q4
$176 Buy
+6
New +$176 ﹤0.01% 236