Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,947
Closed -$79K 682
2021
Q3
$79K Buy
5,947
+3,878
+187% +$51.5K 0.03% 333
2021
Q2
$29K Sell
2,069
-93
-4% -$1.3K 0.01% 425
2021
Q1
$23K Hold
2,162
0.01% 436
2020
Q4
$23K Sell
2,162
-112
-5% -$1.19K 0.01% 433
2020
Q3
$22K Sell
2,274
-3
-0.1% -$29 0.01% 381
2020
Q2
$22K Buy
2,277
+380
+20% +$3.67K 0.02% 370
2020
Q1
$15K Buy
1,897
+312
+20% +$2.47K 0.01% 407
2019
Q4
$18K Sell
1,585
-27
-2% -$307 0.01% 429
2019
Q3
$18K Sell
1,612
-2
-0.1% -$22 0.02% 411
2019
Q2
$20K Sell
1,614
-55
-3% -$682 0.02% 411
2019
Q1
$20K Hold
1,669
0.02% 347
2018
Q4
$23K Buy
+1,669
New +$23K 0.02% 301