Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-708
Closed -$98K 907
2021
Q3
$98K Buy
708
+390
+123% +$54K 0.04% 294
2021
Q2
$45K Buy
318
+94
+42% +$13.3K 0.02% 344
2021
Q1
$29K Hold
224
0.01% 391
2020
Q4
$29K Sell
224
-8
-3% -$1.04K 0.01% 388
2020
Q3
$36K Sell
232
-44
-16% -$6.83K 0.02% 289
2020
Q2
$39K Buy
276
+18
+7% +$2.54K 0.03% 257
2020
Q1
$29K Sell
258
-70
-21% -$7.87K 0.03% 295
2019
Q4
$44K Buy
328
+24
+8% +$3.22K 0.03% 271
2019
Q3
$36K Sell
304
-9
-3% -$1.07K 0.03% 295
2019
Q2
$43K Sell
313
-60
-16% -$8.24K 0.04% 272
2019
Q1
$43K Sell
373
-46
-11% -$5.3K 0.03% 218
2018
Q4
$41K Buy
+419
New +$41K 0.03% 212