Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-41,201
Closed -$62K 1547
2021
Q3
$62K Sell
41,201
-61,473
-60% -$92.5K ﹤0.01% 985
2021
Q2
$244K Buy
102,674
+11,261
+12% +$26.8K ﹤0.01% 598
2021
Q1
$316K Buy
+91,413
New +$316K 0.01% 526
2020
Q1
Sell
-4,173
Closed -$10K 940
2019
Q4
$10K Buy
+4,173
New +$10K ﹤0.01% 842
2016
Q4
Sell
-11,760
Closed -$119K 959
2016
Q3
$119K Buy
11,760
+700
+6% +$7.08K 0.01% 245
2016
Q2
$93K Buy
11,060
+2,913
+36% +$24.5K 0.01% 183
2016
Q1
$84 Buy
8,147
+1,878
+30% +$19 0.01% 169
2015
Q4
$100K Buy
+6,269
New +$100K 0.01% 177