Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,222
Closed -$318K 152
2021
Q3
$318K Buy
1,222
+43
+4% +$11.2K 0.16% 118
2021
Q2
$344K Buy
1,179
+176
+18% +$51.4K 0.18% 110
2021
Q1
$244K Sell
1,003
-177
-15% -$43.1K 0.14% 118
2020
Q4
$276K Buy
1,180
+155
+15% +$36.3K 0.17% 101
2020
Q3
$202K Sell
1,025
-200
-16% -$39.4K 0.14% 111
2020
Q2
$213K Buy
+1,225
New +$213K 0.15% 103