Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$119K Buy
+339
New +$119K 0.28% 112
2020
Q4
Sell
-4,164
Closed -$595K 558
2020
Q3
$595K Sell
4,164
-2,136
-34% -$305K 0.32% 78
2020
Q2
$454K Sell
6,300
-5,700
-48% -$410K 0.26% 82
2020
Q1
$419K Buy
+12,000
New +$419K 0.25% 105
2019
Q1
Sell
-13,590
Closed -$302K 205
2018
Q4
$302K Buy
+13,590
New +$302K 0.15% 143