Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-18,713
Closed -$721K 499
2021
Q3
$721K Sell
18,713
-46
-0.2% -$1.77K 0.2% 170
2021
Q2
$630K Buy
18,759
+7,637
+69% +$256K 0.17% 174
2021
Q1
$393K Sell
11,122
-2,347
-17% -$82.9K 0.13% 237
2020
Q4
$403K Buy
+13,469
New +$403K 0.14% 218