Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-13,302
Closed -$271K 36
2021
Q3
$271K Hold
13,302
0.21% 28
2021
Q2
$292K Buy
13,302
+3,158
+31% +$69.3K 0.22% 27
2021
Q1
$237K Sell
10,144
-100
-1% -$2.34K 0.19% 29
2020
Q4
$223K Buy
+10,244
New +$223K 0.2% 27