Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,228
Closed -$164K 260
2021
Q3
$164K Buy
3,228
+1,641
+103% +$83.4K 0.06% 196
2021
Q2
$78K Buy
1,587
+18
+1% +$885 0.03% 247
2021
Q1
$66K Hold
1,569
0.03% 235
2020
Q4
$66K Buy
1,569
+718
+84% +$30.2K 0.03% 232
2020
Q3
$35K Sell
851
-210
-20% -$8.64K 0.02% 290
2020
Q2
$44K Sell
1,061
-208
-16% -$8.63K 0.03% 239
2020
Q1
$52K Buy
1,269
+5
+0.4% +$205 0.05% 206
2019
Q4
$58K Sell
1,264
-60
-5% -$2.75K 0.05% 222
2019
Q3
$64K Buy
1,324
+247
+23% +$11.9K 0.06% 194
2019
Q2
$49K Buy
1,077
+17
+2% +$773 0.04% 247
2019
Q1
$47K Buy
1,060
+9
+0.9% +$399 0.04% 208
2018
Q4
$41K Buy
+1,051
New +$41K 0.03% 210