Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Hold
0
206
2021
Q3
Sell
-964
Closed -$143K 597
2021
Q2
$143K Sell
964
-27
-3% -$4.01K 0.12% 68
2021
Q1
$140K Buy
991
+4
+0.4% +$565 0.14% 62
2020
Q4
$146K Sell
987
-353
-26% -$52.2K 0.12% 59
2020
Q3
$186K Sell
1,340
-38
-3% -$5.28K 0.22% 45
2020
Q2
$182K Sell
1,378
-53
-4% -$7K 0.23% 44
2020
Q1
$172K Sell
1,431
-19
-1% -$2.28K 0.2% 49
2019
Q4
$198K Buy
+1,450
New +$198K 0.26% 59