Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-20,311
Closed -$441K 188
2021
Q3
$441K Sell
20,311
-4,107
-17% -$89.2K 0.17% 141
2021
Q2
$468K Sell
24,418
-408
-2% -$7.82K 0.17% 144
2021
Q1
$412K Sell
24,826
-11,658
-32% -$193K 0.16% 158
2020
Q4
$488K Sell
36,484
-81
-0.2% -$1.08K 0.19% 133
2020
Q3
$369K Buy
+36,565
New +$369K 0.15% 159