Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-300
Closed -$24K 433
2021
Q1
$24K Sell
300
-1
-0.3% -$80 ﹤0.01% 243
2020
Q4
$22K Sell
301
-7
-2% -$512 ﹤0.01% 239
2020
Q3
$19K Buy
308
+3
+1% +$185 ﹤0.01% 247
2020
Q2
$17K Buy
305
+24
+9% +$1.34K ﹤0.01% 227
2020
Q1
$13K Sell
281
-17
-6% -$786 ﹤0.01% 237
2019
Q4
$25K Sell
298
-121
-29% -$10.2K 0.01% 203
2019
Q3
$33K Buy
419
+35
+9% +$2.76K 0.01% 342
2019
Q2
$27K Sell
384
-421
-52% -$29.6K 0.01% 355
2019
Q1
$54K Sell
805
-516
-39% -$34.6K 0.01% 349
2018
Q4
$83K Buy
1,321
+6
+0.5% +$377 0.02% 316
2018
Q3
$96K Buy
1,315
+16
+1% +$1.17K 0.02% 341
2018
Q2
$89K Buy
1,299
+1,168
+892% +$80K 0.01% 342
2018
Q1
$2.19K Sell
131
-919
-88% -$15.4K 0.02% 208
2017
Q4
$64K Sell
1,050
-2,517
-71% -$153K 0.01% 234
2017
Q3
$192K Sell
3,567
-27
-0.8% -$1.45K 0.02% 232
2017
Q2
$181K Buy
3,594
+3,580
+25,571% +$180K 0.02% 248
2017
Q1
$268 Sell
14
-1
-7% -$19 ﹤0.01% 229
2016
Q4
$270 Buy
+15
New +$270 ﹤0.01% 179