Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-8,088
Closed -$296K 177
2021
Q3
$296K Buy
8,088
+718
+10% +$26.3K 0.04% 131
2021
Q2
$252K Buy
7,370
+120
+2% +$4.1K 0.03% 131
2021
Q1
$239K Buy
7,250
+1,322
+22% +$43.6K 0.03% 129
2020
Q4
$193K Buy
+5,928
New +$193K 0.02% 122