Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,266
Closed -$60K 319
2021
Q3
$60K Buy
+1,266
New +$60K 0.04% 248
2021
Q2
Sell
-1,266
Closed -$56K 275
2021
Q1
$56K Sell
1,266
-400
-24% -$17.7K 0.04% 272
2020
Q4
$76K Sell
1,666
-11,815
-88% -$539K 0.05% 241
2020
Q3
$634K Buy
13,481
+79
+0.6% +$3.72K 0.51% 58
2020
Q2
$685K Buy
13,402
+1,264
+10% +$64.6K 0.54% 49
2020
Q1
$574K Buy
12,138
+2,050
+20% +$96.9K 0.57% 47
2019
Q4
$593K Buy
10,088
+1,882
+23% +$111K 0.48% 56
2019
Q3
$438K Buy
+8,206
New +$438K 0.47% 75