Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Hold
0
388
2021
Q3
Sell
-4,500
Closed -$481K 397
2021
Q2
$481K Buy
4,500
+841
+23% +$89.9K 0.06% 184
2021
Q1
$436K Sell
3,659
-5,341
-59% -$636K 0.04% 169
2020
Q4
$1.03M Buy
+9,000
New +$1.03M 0.22% 54