Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-930
Closed -$243K 459
2021
Q3
$243K Sell
930
-2
-0.2% -$523 0.01% 383
2021
Q2
$361K Hold
932
0.02% 344
2021
Q1
$299K Buy
932
+190
+26% +$61K 0.01% 351
2020
Q4
$250K Sell
742
-250
-25% -$84.2K 0.01% 363
2020
Q3
$466K Sell
992
-25
-2% -$11.7K 0.03% 244
2020
Q2
$258K Buy
+1,017
New +$258K 0.01% 331