Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$146K Sell
11,032
-61
-0.5% -$807 0.05% 128
2021
Q3
$223K Sell
11,093
-9,879
-47% -$199K 0.09% 133
2021
Q2
$554K Buy
20,972
+205
+1% +$5.42K 0.23% 56
2021
Q1
$419K Sell
20,767
-353
-2% -$7.12K 0.19% 86
2020
Q4
$482K Sell
21,120
-2,352
-10% -$53.7K 0.23% 69
2020
Q3
$309K Buy
23,472
+280
+1% +$3.69K 0.19% 68
2020
Q2
$259K Buy
+23,192
New +$259K 0.16% 76