Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-748
Closed -$289K 283
2021
Q3
$289K Hold
748
0.1% 183
2021
Q2
$289K Buy
748
+2
+0.3% +$773 0.1% 184
2021
Q1
$240K Buy
746
+133
+22% +$42.8K 0.09% 198
2020
Q4
$207K Buy
613
+108
+21% +$36.5K 0.08% 199
2020
Q3
$237K Buy
+505
New +$237K 0.11% 161