Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-14,530
Closed -$118K 118
2021
Q3
$118K Sell
14,530
-17,241
-54% -$140K 0.08% 118
2021
Q2
$343K Buy
31,771
+2,010
+7% +$21.7K 0.22% 90
2021
Q1
$251K Sell
29,761
-12,239
-29% -$103K 0.21% 96
2020
Q4
$330K Buy
+42,000
New +$330K 0.3% 75