Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$246K Buy
14,286
+47
+0.3% +$809 0.02% 265
2021
Q3
$238K Sell
14,239
-504
-3% -$8.42K 0.02% 235
2021
Q2
$198K Sell
14,743
-109
-0.7% -$1.46K 0.02% 382
2021
Q1
$177K Buy
+14,852
New +$177K 0.02% 394
2020
Q3
Sell
-10,094
Closed -$141K 324
2020
Q2
$141K Sell
10,094
-14,714
-59% -$206K 0.01% 322
2020
Q1
$292K Buy
24,808
+1,656
+7% +$19.5K 0.03% 381
2019
Q4
$328K Buy
23,152
+2,772
+14% +$39.3K 0.03% 406
2019
Q3
$215K Buy
20,380
+8,953
+78% +$94.5K 0.02% 434
2019
Q2
$166K Buy
11,427
+439
+4% +$6.38K 0.02% 421
2019
Q1
$154K Sell
10,988
-3,544
-24% -$49.7K 0.02% 429
2018
Q4
$254K Sell
14,532
-172
-1% -$3.01K 0.03% 374
2018
Q3
$224K Buy
+14,704
New +$224K 0.02% 392