Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-996
Closed -$48K 549
2021
Q3
$48K Buy
996
+56
+6% +$2.7K 0.02% 434
2021
Q2
$47K Sell
940
-12
-1% -$600 0.02% 332
2021
Q1
$44K Hold
952
0.02% 300
2020
Q4
$44K Sell
952
-534
-36% -$24.7K 0.02% 297
2020
Q3
$70K Buy
1,486
+634
+74% +$29.9K 0.04% 193
2020
Q2
$91K Sell
852
-1,021
-55% -$109K 0.06% 156
2020
Q1
$89K Sell
1,873
-186
-9% -$8.84K 0.08% 150
2019
Q4
$121K Buy
2,059
+19
+0.9% +$1.12K 0.1% 141
2019
Q3
$109K Buy
2,040
+80
+4% +$4.28K 0.1% 136
2019
Q2
$98K Buy
1,960
+26
+1% +$1.3K 0.09% 168
2019
Q1
$101K Buy
1,934
+98
+5% +$5.12K 0.08% 138
2018
Q4
$87K Buy
+1,836
New +$87K 0.06% 140