Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-585
Closed -$50K 201
2021
Q3
$50K Hold
585
0.05% 126
2021
Q2
$50K Hold
585
0.05% 136
2021
Q1
$45K Sell
585
-52
-8% -$4K 0.04% 132
2020
Q4
$46K Buy
+637
New +$46K 0.04% 164