Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$237K Buy
9,934
+66
+0.7% +$1.58K 0.02% 292
2021
Q3
$214K Buy
+9,868
New +$214K 0.02% 305
2020
Q3
Sell
-10,537
Closed -$229K 392
2020
Q2
$229K Sell
10,537
-18,004
-63% -$391K 0.02% 265
2020
Q1
$425K Buy
28,541
+187
+0.7% +$2.79K 0.04% 313
2019
Q4
$630K Buy
28,354
+856
+3% +$19K 0.06% 217
2019
Q3
$549K Sell
27,498
-2,033
-7% -$40.6K 0.05% 309
2019
Q2
$578K Buy
29,531
+482
+2% +$9.43K 0.06% 206
2019
Q1
$520K Buy
+29,049
New +$520K 0.05% 254