Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-716
Closed -$427K 47
2021
Q3
$427K Sell
716
-16
-2% -$9.54K 0.35% 29
2021
Q2
$388K Buy
732
+11
+2% +$5.83K 0.29% 34
2021
Q1
$316K Buy
721
+48
+7% +$21K 0.25% 38
2020
Q4
$293K Buy
+673
New +$293K 0.23% 33