Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-781
Closed -$204K 135
2021
Q3
$204K Sell
781
-25
-3% -$6.53K 0.06% 125
2021
Q2
$311K Sell
806
-25
-3% -$9.65K 0.1% 100
2021
Q1
$266K Buy
831
+95
+13% +$30.4K 0.09% 107
2020
Q4
$248K Hold
736
0.09% 106
2020
Q3
$346K Sell
736
-231
-24% -$109K 0.14% 88
2020
Q2
$245K Buy
+967
New +$245K 0.11% 103