Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,043
Closed -$275K 890
2021
Q3
$275K Sell
1,043
-337
-24% -$88.9K ﹤0.01% 739
2021
Q2
$528K Sell
1,380
-316
-19% -$121K 0.01% 600
2021
Q1
$550K Buy
+1,696
New +$550K 0.01% 525
2020
Q3
Sell
-412
Closed -$106K 1492
2020
Q2
$106K Buy
412
+68
+20% +$17.5K ﹤0.01% 764
2020
Q1
$50K Buy
+344
New +$50K ﹤0.01% 1107