Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,128
Closed -$485K 356
2021
Q3
$485K Sell
7,128
-2,560
-26% -$174K ﹤0.01% 959
2021
Q2
$777K Buy
9,688
+490
+5% +$39.3K ﹤0.01% 890
2021
Q1
$773K Buy
9,198
+201
+2% +$16.9K ﹤0.01% 905
2020
Q4
$830K Buy
+8,997
New +$830K ﹤0.01% 887