Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,000
Closed -$1.33M 815
2021
Q3
$1.33M Sell
2,000
-97
-5% -$64.7K 0.01% 798
2021
Q2
$1.42M Buy
2,097
+297
+17% +$202K 0.01% 792
2021
Q1
$1.07M Buy
+1,800
New +$1.07M 0.01% 847
2018
Q2
Sell
-6,026
Closed -$556K 1216
2018
Q1
$556K Hold
6,026
﹤0.01% 975
2017
Q4
$520K Buy
+6,026
New +$520K ﹤0.01% 1017