Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,202
Closed -$377K 227
2021
Q3
$377K Sell
1,202
-117
-9% -$36.7K 0.05% 166
2021
Q2
$606K Sell
1,319
-175
-12% -$80.4K 0.08% 133
2021
Q1
$487K Sell
1,494
-163
-10% -$53.1K 0.08% 141
2020
Q4
$550K Sell
1,657
-468
-22% -$155K 0.08% 130
2020
Q3
$401K Sell
2,125
-420
-17% -$79.3K 0.07% 138
2020
Q2
$297K Buy
+2,545
New +$297K 0.06% 147