Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,494
Closed -$1.08M 181
2021
Q2
$1.08M Sell
6,494
-523
-7% -$86.9K 0.42% 64
2021
Q1
$1.13M Sell
7,017
-1,496
-18% -$241K 0.47% 51
2020
Q4
$1.24M Buy
+8,513
New +$1.24M 0.57% 39