Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$267K Sell
1,162
-11
-0.9% -$2.53K 0.16% 71
2021
Q3
$235K Hold
1,173
0.14% 78
2021
Q2
$278K Hold
1,173
0.16% 72
2021
Q1
$284K Hold
1,173
0.17% 71
2020
Q4
$244K Hold
1,173
0.16% 74
2020
Q3
$199K Hold
1,173
0.14% 79
2020
Q2
$220K Sell
1,173
-32
-3% -$6K 0.17% 73
2020
Q1
$213K Hold
1,205
0.2% 64
2019
Q4
$246K Sell
1,205
-28
-2% -$5.72K 0.19% 64
2019
Q3
$187K Hold
1,233
0.15% 74
2019
Q2
$194K Hold
1,233
0.15% 72
2019
Q1
$198K Sell
1,233
-11
-0.9% -$1.77K 0.15% 68
2018
Q4
$236K Buy
+1,244
New +$236K 0.2% 63