Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,235
Closed -$225K 111
2021
Q3
$225K Sell
1,235
-6
-0.5% -$1.09K 0.42% 62
2021
Q2
$217K Sell
1,241
-7
-0.6% -$1.22K 0.4% 62
2021
Q1
$207K Buy
+1,248
New +$207K 0.4% 63
2020
Q4
Sell
-387
Closed -$46K 84
2020
Q3
$46K Buy
+387
New +$46K 0.05% 158