Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,365
Closed -$202K 340
2021
Q3
$202K Sell
1,365
-100
-7% -$14.8K ﹤0.01% 330
2021
Q2
$332K Sell
1,465
-245
-14% -$55.5K ﹤0.01% 313
2021
Q1
$388K Buy
1,710
+427
+33% +$96.9K ﹤0.01% 303
2020
Q4
$299K Buy
1,283
+20
+2% +$4.66K ﹤0.01% 309
2020
Q3
$371K Buy
1,263
+20
+2% +$5.88K ﹤0.01% 296
2020
Q2
$268K Buy
+1,243
New +$268K ﹤0.01% 309
2018
Q4
Sell
-1,219
Closed -$201K 339
2018
Q3
$201K Buy
1,219
+60
+5% +$9.89K ﹤0.01% 355
2018
Q2
$215K Buy
+1,159
New +$215K ﹤0.01% 354