Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,404
Closed -$208K 526
2021
Q3
$208K Buy
1,404
+508
+57% +$75.3K 0.02% 482
2021
Q2
$203K Sell
896
-700
-44% -$159K 0.02% 463
2021
Q1
$362K Buy
1,596
+5
+0.3% +$1.13K 0.05% 341
2020
Q4
$370K Buy
1,591
+713
+81% +$166K 0.06% 277
2020
Q3
$260K Buy
+878
New +$260K 0.05% 306