Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,658
Closed -$95K 257
2021
Q3
$95K Sell
4,658
-47
-1% -$959 0.04% 226
2021
Q2
$102K Sell
4,705
-4,296
-48% -$93.1K 0.02% 235
2021
Q1
$206K Sell
9,001
-471
-5% -$10.8K 0.04% 210
2020
Q4
$206K Sell
9,472
-8,007
-46% -$174K 0.05% 204
2020
Q3
$376K Sell
17,479
-33,193
-66% -$714K 0.1% 176
2020
Q2
$1.16M Sell
50,672
-27,882
-35% -$636K 0.32% 83
2020
Q1
$1.73M Buy
78,554
+65,481
+501% +$1.44M 0.5% 42
2019
Q4
$386K Buy
+13,073
New +$386K 0.1% 150