Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,386
Closed -$205K 216
2021
Q3
$205K Sell
1,386
-164
-11% -$24.3K 0.02% 208
2021
Q2
$352K Sell
1,550
-70
-4% -$15.9K 0.04% 165
2021
Q1
$367K Sell
1,620
-150
-8% -$34K 0.04% 155
2020
Q4
$412K Buy
1,770
+172
+11% +$40K 0.06% 130
2020
Q3
$470K Buy
1,598
+287
+22% +$84.4K 0.08% 118
2020
Q2
$283K Sell
1,311
-13
-1% -$2.81K 0.05% 139
2020
Q1
$257K Hold
1,324
0.05% 139
2019
Q4
$281K Sell
1,324
-42
-3% -$8.91K 0.04% 152
2019
Q3
$228K Sell
1,366
-127
-9% -$21.2K 0.04% 164
2019
Q2
$253K Buy
+1,493
New +$253K 0.04% 158