Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,354
Closed -$233K 518
2021
Q3
$233K Hold
5,354
﹤0.01% 432
2021
Q2
$247K Sell
5,354
-1,714
-24% -$79.1K ﹤0.01% 487
2021
Q1
$314K Hold
7,068
﹤0.01% 558
2020
Q4
$280K Buy
7,068
+652
+10% +$25.8K ﹤0.01% 577
2020
Q3
$251K Sell
6,416
-1,582
-20% -$61.9K ﹤0.01% 564
2020
Q2
$310K Buy
+7,998
New +$310K ﹤0.01% 538