Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-11,714
Closed -$167K 504
2021
Q2
$167K Sell
11,714
-106
-0.9% -$1.51K 0.01% 386
2021
Q1
$165K Buy
11,820
+842
+8% +$11.8K 0.01% 395
2020
Q4
$206K Buy
10,978
+606
+6% +$11.4K 0.02% 281
2020
Q3
$154K Buy
+10,372
New +$154K 0.02% 252