Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-18,949
Closed -$533K 486
2021
Q2
$533K Sell
18,949
-702
-4% -$19.7K 0.04% 167
2021
Q1
$433K Sell
19,651
-1,449
-7% -$31.9K 0.04% 177
2020
Q4
$394K Sell
21,100
-392
-2% -$7.32K 0.04% 172
2020
Q3
$333K Buy
+21,492
New +$333K 0.03% 175