Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,182
Closed -$135K 70
2021
Q3
$135K Buy
2,182
+838
+62% +$51.8K 0.09% 80
2021
Q2
$114K Hold
1,344
0.08% 84
2021
Q1
$107K Sell
1,344
-460
-25% -$36.6K 0.08% 91
2020
Q4
$105K Sell
1,804
-616
-25% -$35.9K 0.07% 85
2020
Q3
$82K Buy
2,420
+320
+15% +$10.8K 0.06% 89
2020
Q2
$97K Sell
2,100
-1,270
-38% -$58.7K 0.08% 77
2020
Q1
$53K Hold
3,370
0.05% 41
2019
Q4
$92K Buy
3,370
+1,200
+55% +$32.8K 0.07% 82
2019
Q3
$64K Buy
+2,170
New +$64K 0.04% 101