Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$116K Sell
1,816
-1,339
-42% -$85.5K 0.27% 114
2021
Q3
$278K Buy
3,155
+518
+20% +$45.6K 0.45% 61
2021
Q2
$322K Buy
2,637
+411
+18% +$50.2K 0.18% 135
2021
Q1
$289K Buy
+2,226
New +$289K 0.17% 135
2020
Q4
Sell
-2,039
Closed -$207K 579
2020
Q3
$207K Buy
+2,039
New +$207K 0.11% 183