Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-15,781
Closed -$561K 1002
2021
Q3
$561K Buy
15,781
+799
+5% +$28.4K ﹤0.01% 937
2021
Q2
$665K Buy
14,982
+5,987
+67% +$266K ﹤0.01% 917
2021
Q1
$322K Hold
8,995
﹤0.01% 1088
2020
Q4
$381K Buy
+8,995
New +$381K ﹤0.01% 1068