Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-700
Closed -$43K 169
2021
Q3
$43K Sell
700
-592
-46% -$36.4K 0.04% 132
2021
Q2
$77K Buy
1,292
+150
+13% +$8.94K 0.07% 109
2021
Q1
$69K Sell
1,142
-2,082
-65% -$126K 0.07% 106
2020
Q4
$151K Buy
+3,224
New +$151K 0.12% 101