Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-154
Closed -$7K 207
2021
Q3
$7K Sell
154
-1,524
-91% -$69.3K 0.01% 119
2021
Q2
$66K Sell
1,678
-178
-10% -$7K 0.06% 116
2021
Q1
$67K Sell
1,856
-15,904
-90% -$574K 0.07% 110
2020
Q4
$654K Sell
17,760
-1,294
-7% -$47.7K 0.52% 18
2020
Q3
$663K Buy
19,054
+4
+0% +$139 0.78% 16
2020
Q2
$591K Sell
19,050
-236
-1% -$7.32K 0.75% 18
2020
Q1
$597K Sell
19,286
-285
-1% -$8.82K 0.7% 22
2019
Q4
$727K Buy
+19,571
New +$727K 0.97% 25