Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$333K Buy
1,484
+8
+0.5% +$1.8K 0.78% 39
2021
Q3
$350K Sell
1,476
-84
-5% -$19.9K 0.57% 45
2021
Q2
$382K Sell
1,560
-240
-13% -$58.8K 0.21% 105
2021
Q1
$397K Buy
1,800
+79
+5% +$17.4K 0.23% 106
2020
Q4
$438K Buy
1,721
+26
+2% +$6.62K 0.24% 96
2020
Q3
$362K Buy
+1,695
New +$362K 0.19% 118