Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,200
Closed -$72K 2055
2021
Q3
$72K Sell
1,200
-3,086
-72% -$185K ﹤0.01% 1081
2021
Q2
$257K Buy
4,286
+1,238
+41% +$74.2K 0.01% 639
2021
Q1
$143K Sell
3,048
-2,700
-47% -$127K 0.01% 779
2020
Q4
$216K Sell
5,748
-8,638
-60% -$325K 0.01% 549
2020
Q3
$470K Buy
+14,386
New +$470K 0.03% 303
2020
Q2
Sell
-500
Closed -$22K 1551
2020
Q1
$22K Sell
500
-200
-29% -$8.8K ﹤0.01% 968
2019
Q4
$30K Buy
+700
New +$30K ﹤0.01% 1033