Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-817
Closed -$256K 119
2021
Q3
$256K Hold
817
0.14% 95
2021
Q2
$375K Buy
817
+4
+0.5% +$1.84K 0.2% 102
2021
Q1
$265K Buy
813
+111
+16% +$36.2K 0.16% 115
2020
Q4
$233K Buy
+702
New +$233K 0.15% 113