Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-891
Closed -$230K 146
2021
Q3
$230K Buy
+891
New +$230K 0.03% 141
2019
Q2
Sell
-1,050
Closed -$20K 391
2019
Q1
$20K Hold
1,050
0.01% 227
2018
Q4
$23K Hold
1,050
0.01% 215
2018
Q3
$19K Sell
1,050
-105
-9% -$1.9K ﹤0.01% 234
2018
Q2
$26K Buy
+1,155
New +$26K 0.01% 204