Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,218
Closed -$211K 930
2021
Q3
$211K Buy
4,218
+237
+6% +$11.9K 0.01% 802
2021
Q2
$252K Buy
3,981
+834
+27% +$52.8K 0.01% 695
2021
Q1
$210K Buy
+3,147
New +$210K 0.01% 596
2020
Q4
Hold
0
1287
2020
Q3
Hold
0
967