Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,303
Closed -$200K 158
2021
Q3
$200K Hold
1,303
0.05% 135
2021
Q2
$266K Sell
1,303
-158
-11% -$32.3K 0.06% 117
2021
Q1
$318K Buy
1,461
+159
+12% +$34.6K 0.08% 117
2020
Q4
$282K Buy
+1,302
New +$282K 0.08% 119