Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-84
Closed -$17K 581
2021
Q3
$17K Sell
84
-424
-83% -$85.8K 0.01% 500
2021
Q2
$105K Sell
508
-1,571
-76% -$325K 0.04% 434
2021
Q1
$419K Sell
2,079
-6,645
-76% -$1.34M 0.16% 187
2020
Q4
$1.55M Buy
+8,724
New +$1.55M 0.54% 49