Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,234
Closed -$420K 425
2021
Q3
$420K Hold
1,234
0.01% 416
2021
Q2
$428K Hold
1,234
0.01% 415
2021
Q1
$419K Hold
1,234
0.01% 405
2020
Q4
$449K Hold
1,234
0.01% 407
2020
Q3
$404K Buy
1,234
+70
+6% +$22.9K 0.01% 400
2020
Q2
$340K Buy
1,164
+87
+8% +$25.4K 0.01% 391
2020
Q1
$250K Hold
1,077
0.01% 388
2019
Q4
$277K Buy
+1,077
New +$277K 0.01% 400