Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-819
Closed -$279K 720
2021
Q3
$279K Buy
819
+36
+5% +$12.3K 0.01% 553
2021
Q2
$272K Hold
783
0.01% 572
2021
Q1
$266K Buy
+783
New +$266K 0.01% 557
2020
Q4
Sell
-839
Closed -$275K 625
2020
Q3
$275K Hold
839
0.01% 402
2020
Q2
$245K Sell
839
-154
-16% -$45K 0.01% 401
2020
Q1
$231K Buy
+993
New +$231K 0.02% 385