Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,040
Closed -$271K 125
2021
Q3
$271K Sell
1,040
-51
-5% -$13.3K 0.09% 101
2021
Q2
$318K Hold
1,091
0.11% 93
2021
Q1
$265K Sell
1,091
-178
-14% -$43.2K 0.1% 99
2020
Q4
$297K Buy
+1,269
New +$297K 0.12% 86