Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$716K Sell
4,031
-199
-5% -$35.3K 0.59% 21
2021
Q3
$599K Buy
4,230
+297
+8% +$42.1K 0.55% 20
2021
Q2
$539K Buy
3,933
+51
+1% +$6.99K 0.5% 21
2021
Q1
$474K Hold
3,882
0.6% 25
2020
Q4
$515K Buy
+3,882
New +$515K 0.56% 18