Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Hold
0
201
2021
Q3
Sell
-601
Closed -$47K 550
2021
Q2
$47K Sell
601
-210
-26% -$16.4K 0.04% 156
2021
Q1
$60K Sell
811
-206
-20% -$15.2K 0.06% 127
2020
Q4
$79K Sell
1,017
-69
-6% -$5.36K 0.06% 91
2020
Q3
$86K Buy
1,086
+4
+0.4% +$317 0.1% 82
2020
Q2
$80K Sell
1,082
-121
-10% -$8.95K 0.1% 79
2020
Q1
$88K Buy
1,203
+41
+4% +$3K 0.1% 72
2019
Q4
$101K Buy
+1,162
New +$101K 0.13% 91