Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,980
Closed -$212K 148
2021
Q3
$212K Sell
3,980
-300
-7% -$16K 0.02% 132
2021
Q2
$240K Buy
4,280
+170
+4% +$9.53K 0.03% 133
2021
Q1
$263K Sell
4,110
-514
-11% -$32.9K 0.03% 123
2020
Q4
$230K Sell
4,624
-1,073
-19% -$53.4K 0.03% 128
2020
Q3
$295K Buy
+5,697
New +$295K 0.04% 108