Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-18,349
Closed -$1.16M 110
2021
Q2
$1.16M Buy
18,349
+643
+4% +$40.8K 0.84% 43
2021
Q1
$1.18M Sell
17,706
-57
-0.3% -$3.8K 1.06% 24
2020
Q4
$1.22M Buy
+17,763
New +$1.22M 1.2% 17