Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,413
Closed -$255K 237
2021
Q3
$255K Hold
2,413
0.11% 200
2021
Q2
$206K Sell
2,413
-3,239
-57% -$277K 0.05% 225
2021
Q1
$648K Buy
5,652
+2,056
+57% +$236K 0.14% 161
2020
Q4
$504K Buy
+3,596
New +$504K 0.13% 174