Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,840
Closed -$232K 256
2021
Q3
$232K Sell
1,840
-2,235
-55% -$282K 0.02% 222
2021
Q2
$448K Sell
4,075
-2,820
-41% -$310K 0.05% 177
2021
Q1
$692K Buy
6,895
+2,545
+59% +$255K 0.09% 142
2020
Q4
$668K Buy
+4,350
New +$668K 0.09% 123