Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-147
Closed -$18K 188
2021
Q3
$18K Sell
147
-285
-66% -$34.9K 0.02% 177
2021
Q2
$52K Hold
432
0.05% 135
2021
Q1
$46K Sell
432
-1,887
-81% -$201K 0.05% 129
2020
Q4
$231K Buy
+2,319
New +$231K 0.19% 67