Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,289
Closed -$411K 380
2021
Q3
$411K Buy
1,289
+24
+2% +$7.65K 0.01% 298
2021
Q2
$499K Hold
1,265
0.02% 312
2021
Q1
$431K Buy
1,265
+202
+19% +$68.8K 0.01% 390
2020
Q4
$360K Buy
+1,063
New +$360K 0.01% 376