Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-850
Closed -$221K 223
2021
Q3
$221K Sell
850
-52
-6% -$13.5K 0.07% 190
2021
Q2
$263K Buy
902
+77
+9% +$22.5K 0.08% 188
2021
Q1
$200K Sell
825
-201
-20% -$48.7K 0.07% 197
2020
Q4
$240K Buy
+1,026
New +$240K 0.1% 174