Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$494K Buy
2,736
+13
+0.5% +$2.35K 0.04% 164
2021
Q3
$404K Buy
2,723
+1,131
+71% +$168K 0.03% 186
2021
Q2
$241K Sell
1,592
-53
-3% -$8.02K 0.02% 273
2021
Q1
$214K Sell
1,645
-814
-33% -$106K 0.02% 339
2020
Q4
$295K Buy
+2,459
New +$295K 0.03% 214
2018
Q1
Sell
-11,786
Closed -$572K 481
2017
Q4
$572K Buy
+11,786
New +$572K 0.07% 185