Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,703
Closed -$318K 1014
2021
Q3
$318K Buy
3,703
+88
+2% +$7.56K 0.01% 257
2021
Q2
$331K Hold
3,615
0.01% 248
2021
Q1
$329K Hold
3,615
0.01% 239
2020
Q4
$278K Sell
3,615
-692
-16% -$53.2K 0.01% 248
2020
Q3
$254K Hold
4,307
0.01% 234
2020
Q2
$253K Buy
+4,307
New +$253K 0.01% 221
2018
Q3
Sell
-87
Closed -$5K 515
2018
Q2
$5K Buy
+87
New +$5K ﹤0.01% 750