Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-8,075
Closed -$269K 462
2021
Q3
$269K Buy
8,075
+2,160
+37% +$72K 0.03% 354
2021
Q2
$201K Buy
+5,915
New +$201K 0.02% 395
2020
Q3
Sell
-2,399
Closed -$54K 1151
2020
Q2
$54K Buy
2,399
+107
+5% +$2.41K 0.01% 446
2020
Q1
$40K Buy
2,292
+327
+17% +$5.71K 0.01% 462
2019
Q4
$47K Buy
+1,965
New +$47K 0.01% 494
2019
Q2
Sell
-495
Closed -$9K 824
2019
Q1
$9K Hold
495
﹤0.01% 652
2018
Q4
$9K Buy
+495
New +$9K ﹤0.01% 587