Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,273
Closed -$90K 572
2021
Q3
$90K Sell
3,273
-106
-3% -$2.92K 0.03% 309
2021
Q2
$102K Sell
3,379
-88
-3% -$2.66K 0.04% 215
2021
Q1
$84K Hold
3,467
0.04% 202
2020
Q4
$84K Buy
3,467
+52
+2% +$1.26K 0.04% 200
2020
Q3
$65K Buy
3,415
+426
+14% +$8.11K 0.04% 198
2020
Q2
$52K Buy
2,989
+124
+4% +$2.16K 0.04% 217
2020
Q1
$50K Sell
2,865
-39
-1% -$681 0.04% 211
2019
Q4
$62K Buy
2,904
+2,120
+270% +$45.3K 0.05% 216
2019
Q3
$15K Sell
784
-5,145
-87% -$98.4K 0.01% 441
2019
Q2
$123K Buy
5,929
+5,566
+1,533% +$115K 0.11% 147
2019
Q1
$7K Sell
363
-253
-41% -$4.88K 0.01% 491
2018
Q4
$12K Buy
+616
New +$12K 0.01% 398