Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,926
Closed -$761K 91
2021
Q3
$761K Buy
2,926
+188
+7% +$48.9K 0.14% 44
2021
Q2
$665K Hold
2,738
0.13% 46
2021
Q1
$665K Buy
2,738
+354
+15% +$86K 0.13% 46
2020
Q4
$558K Buy
+2,384
New +$558K 0.12% 47