Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$219K Buy
3,318
+32
+1% +$2.11K 0.02% 357
2021
Q3
$208K Buy
+3,286
New +$208K 0.02% 333
2020
Q2
Sell
-8,042
Closed -$454K 450
2020
Q1
$454K Sell
8,042
-194
-2% -$11K 0.05% 289
2019
Q4
$624K Buy
8,236
+250
+3% +$18.9K 0.05% 221
2019
Q3
$589K Buy
+7,986
New +$589K 0.06% 209
2018
Q3
Sell
-8,384
Closed -$487K 507
2018
Q2
$487K Sell
8,384
-136
-2% -$7.9K 0.05% 273
2018
Q1
$474K Buy
+8,520
New +$474K 0.05% 261