Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$239K Buy
5,275
+37
+0.7% +$1.68K 0.02% 284
2021
Q3
$212K Sell
5,238
-835
-14% -$33.8K 0.02% 310
2021
Q2
$233K Sell
6,073
-218
-3% -$8.36K 0.02% 283
2021
Q1
$226K Buy
+6,291
New +$226K 0.02% 285
2020
Q3
Sell
-8,267
Closed -$280K 333
2020
Q2
$280K Sell
8,267
-13,930
-63% -$472K 0.03% 224
2020
Q1
$669K Buy
+22,197
New +$669K 0.07% 160
2019
Q3
Sell
-17,271
Closed -$375K 482
2019
Q2
$375K Buy
17,271
+595
+4% +$12.9K 0.04% 364
2019
Q1
$410K Buy
+16,676
New +$410K 0.04% 367