Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,612
Closed -$265K 639
2021
Q3
$265K Sell
3,612
-1,194
-25% -$87.6K 0.02% 579
2021
Q2
$327K Sell
4,806
-3,027
-39% -$206K 0.02% 545
2021
Q1
$410K Sell
7,833
-359
-4% -$18.8K 0.03% 471
2020
Q4
$410K Buy
8,192
+359
+5% +$18K 0.03% 434
2020
Q3
$205K Buy
+7,833
New +$205K 0.02% 566