Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,140
Closed -$107K 1486
2021
Q3
$107K Hold
2,140
0.02% 673
2021
Q2
$135K Sell
2,140
-300
-12% -$18.9K 0.02% 641
2021
Q1
$162K Hold
2,440
0.03% 442
2020
Q4
$167K Sell
2,440
-814
-25% -$55.7K 0.04% 354
2020
Q3
$157K Sell
3,254
-802
-20% -$38.8K 0.08% 217
2020
Q2
$144K Buy
4,056
+265
+7% +$9.42K 0.08% 204
2020
Q1
$58.5K Buy
3,791
+2,981
+368% +$46K 0.04% 312
2019
Q4
$24.4K Buy
+810
New +$24.4K 0.01% 430