Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,347
Closed -$95K 394
2021
Q3
$95K Sell
3,347
-500
-13% -$14.2K 0.06% 211
2021
Q2
$113K Hold
3,847
0.07% 203
2021
Q1
$98K Hold
3,847
0.06% 218
2020
Q4
$83K Hold
3,847
0.06% 228
2020
Q3
$60K Sell
3,847
-384
-9% -$5.99K 0.05% 253
2020
Q2
$81K Sell
4,231
-280
-6% -$5.36K 0.06% 234
2020
Q1
$52K Sell
4,511
-750
-14% -$8.65K 0.05% 273
2019
Q4
$134K Sell
5,261
-3,765
-42% -$95.9K 0.11% 182
2019
Q3
$253K Buy
+9,026
New +$253K 0.27% 114