Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$239K Sell
4,944
-177
-3% -$8.56K 0.56% 62
2021
Q3
$238K Sell
5,121
-45,285
-90% -$2.1M 0.39% 72
2021
Q2
$2.37M Sell
50,406
-387
-0.8% -$18.2K 1.3% 19
2021
Q1
$2.31M Buy
+50,793
New +$2.31M 1.32% 18
2020
Q4
Sell
-48,696
Closed -$2.27M 577
2020
Q3
$2.27M Sell
48,696
-564
-1% -$26.3K 1.21% 20
2020
Q2
$1.97M Sell
49,260
-237
-0.5% -$9.46K 1.11% 19
2020
Q1
$1.88M Sell
49,497
-1,704
-3% -$64.8K 1.11% 19
2019
Q4
$2.04M Sell
51,201
-7,407
-13% -$295K 1.03% 23
2019
Q3
$2.32M Buy
58,608
+9,564
+20% +$378K 2.04% 6
2019
Q2
$1.86M Buy
49,044
+1,077
+2% +$40.9K 1.98% 9
2019
Q1
$1.57M Sell
47,967
-20,274
-30% -$663K 2.04% 10
2018
Q4
$2.12M Buy
+68,241
New +$2.12M 1.08% 24