Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$343K Hold
2,490
0.8% 37
2021
Q3
$337K Sell
2,490
-450
-15% -$60.9K 0.55% 48
2021
Q2
$430K Sell
2,940
-180
-6% -$26.3K 0.24% 95
2021
Q1
$345K Sell
3,120
-40
-1% -$4.42K 0.2% 116
2020
Q4
$358K Buy
3,160
+180
+6% +$20.4K 0.19% 121
2020
Q3
$304K Buy
2,980
+630
+27% +$64.3K 0.16% 142
2020
Q2
$223K Sell
2,350
-3,700
-61% -$351K 0.13% 141
2020
Q1
$252K Buy
+6,050
New +$252K 0.15% 172