Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-6,396
Closed -$297K 110
2021
Q3
$297K Buy
6,396
+1,200
+23% +$55.7K 0.16% 89
2021
Q2
$244K Hold
5,196
0.13% 97
2021
Q1
$235K Hold
5,196
0.14% 92
2020
Q4
$250K Buy
+5,196
New +$250K 0.17% 79