Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-15,880
Closed -$353K 231
2021
Q3
$353K Sell
15,880
-300
-2% -$6.67K 0.01% 207
2021
Q2
$343K Hold
16,180
0.01% 214
2021
Q1
$303K Sell
16,180
-478
-3% -$8.95K 0.01% 251
2020
Q4
$282K Sell
16,658
-2,800
-14% -$47.4K 0.01% 223
2020
Q3
$269K Sell
19,458
-1,030
-5% -$14.2K 0.01% 202
2020
Q2
$198K Hold
20,488
0.01% 231
2020
Q1
$168K Sell
20,488
-907
-4% -$7.44K 0.01% 203
2019
Q4
$221K Buy
+21,395
New +$221K 0.01% 177