Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$369K Sell
4,006
-942
-19% -$86.8K 0.02% 219
2021
Q3
$444K Sell
4,948
-1
-0% -$90 0.03% 199
2021
Q2
$394K Buy
+4,949
New +$394K 0.02% 211
2019
Q1
Sell
-9,766
Closed -$583K 290
2018
Q4
$583K Sell
9,766
-1,351
-12% -$80.7K 0.04% 229
2018
Q3
$917K Buy
11,117
+10
+0.1% +$825 0.06% 206
2018
Q2
$872K Buy
+11,107
New +$872K 0.06% 211