Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,774
Closed -$267K 130
2021
Q3
$267K Sell
4,774
-199
-4% -$11.1K 0.07% 118
2021
Q2
$284K Sell
4,973
-202
-4% -$11.5K 0.07% 116
2021
Q1
$280K Sell
5,175
-92
-2% -$4.98K 0.07% 113
2020
Q4
$276K Sell
5,267
-290
-5% -$15.2K 0.07% 113
2020
Q3
$257K Buy
+5,557
New +$257K 0.07% 120