Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,862
Closed -$169K 476
2021
Q3
$169K Buy
4,862
+536
+12% +$18.6K ﹤0.01% 384
2021
Q2
$149K Buy
4,326
+439
+11% +$15.1K ﹤0.01% 389
2021
Q1
$148K Buy
3,887
+185
+5% +$7.04K ﹤0.01% 353
2020
Q4
$123K Buy
+3,702
New +$123K ﹤0.01% 344