Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-98
Closed -$5K 162
2021
Q3
$5K Sell
98
-433
-82% -$22.1K ﹤0.01% 154
2021
Q2
$26K Sell
531
-803
-60% -$39.3K 0.01% 150
2021
Q1
$62K Sell
1,334
-816
-38% -$37.9K 0.03% 123
2020
Q4
$92K Sell
2,150
-1,954
-48% -$83.6K 0.04% 106
2020
Q3
$170K Sell
4,104
-2,184
-35% -$90.5K 0.08% 83
2020
Q2
$263K Sell
6,288
-460
-7% -$19.2K 0.14% 79
2020
Q1
$276K Sell
6,748
-434
-6% -$17.8K 0.17% 67
2019
Q4
$333K Buy
7,182
+33
+0.5% +$1.53K 0.18% 74
2019
Q3
$347K Sell
7,149
-171
-2% -$8.3K 0.21% 63
2019
Q2
$333K Sell
7,320
-309
-4% -$14.1K 0.21% 69
2019
Q1
$339K Sell
7,629
-266
-3% -$11.8K 0.23% 68
2018
Q4
$312K Buy
+7,895
New +$312K 0.25% 71