Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,945
Closed -$263K 290
2021
Q3
$263K Sell
4,945
-650
-12% -$34.6K 0.05% 218
2021
Q2
$314K Sell
5,595
-802
-13% -$45K 0.07% 209
2021
Q1
$409K Buy
+6,397
New +$409K 0.1% 158
2017
Q1
Sell
-10,516
Closed -$381K 172
2016
Q4
$381K Buy
+10,516
New +$381K 0.11% 120