Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-6,408
Closed -$427K 232
2021
Q3
$427K Buy
6,408
+1,027
+19% +$68.4K 0.01% 190
2021
Q2
$543K Sell
5,381
-1,200
-18% -$121K 0.02% 179
2021
Q1
$658K Buy
6,581
+1,400
+27% +$140K 0.02% 170
2020
Q4
$802K Buy
5,181
+1,072
+26% +$166K 0.03% 130
2020
Q3
$424K Buy
4,109
+1,880
+84% +$194K 0.02% 161
2020
Q2
$259K Sell
2,229
-2,800
-56% -$325K 0.01% 198
2020
Q1
$313K Buy
+5,029
New +$313K 0.02% 163