Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,072
Closed -$280K 214
2021
Q3
$280K Buy
1,072
+60
+6% +$15.7K 0.09% 154
2021
Q2
$392K Buy
1,012
+135
+15% +$52.3K 0.14% 119
2021
Q1
$282K Buy
877
+147
+20% +$47.3K 0.11% 134
2020
Q4
$246K Buy
+730
New +$246K 0.1% 133