Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-26,500
Closed -$221K 1032
2021
Q3
$221K Buy
26,500
+500
+2% +$4.17K ﹤0.01% 979
2021
Q2
$459K Buy
26,000
+5,000
+24% +$88.3K ﹤0.01% 845
2021
Q1
$409K Sell
21,000
-900
-4% -$17.5K ﹤0.01% 922
2020
Q4
$436K Buy
21,900
+1,100
+5% +$21.9K ﹤0.01% 891
2020
Q3
$498K Hold
20,800
﹤0.01% 881
2020
Q2
$388K Sell
20,800
-100
-0.5% -$1.87K ﹤0.01% 924
2020
Q1
$354K Sell
20,900
-800
-4% -$13.6K ﹤0.01% 906
2019
Q4
$390K Buy
+21,700
New +$390K ﹤0.01% 930