Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,866
Closed -$252K 445
2021
Q2
$252K Sell
3,866
-132
-3% -$8.6K 0.02% 255
2021
Q1
$210K Sell
3,998
-833
-17% -$43.8K 0.02% 355
2020
Q4
$216K Buy
+4,831
New +$216K 0.02% 266