Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$215K Sell
8,061
-192
-2% -$5.12K 0.04% 293
2021
Q3
$226K Sell
8,253
-15
-0.2% -$411 0.04% 266
2021
Q2
$218K Buy
+8,268
New +$218K 0.04% 266
2020
Q1
Sell
-6,152
Closed -$232K 180
2019
Q4
$232K Hold
6,152
0.06% 185
2019
Q3
$234K Sell
6,152
-315
-5% -$12K 0.06% 190
2019
Q2
$265K Sell
6,467
-133
-2% -$5.45K 0.07% 168
2019
Q1
$284K Buy
6,600
+527
+9% +$22.7K 0.07% 155
2018
Q4
$223K Buy
+6,073
New +$223K 0.06% 116