Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,961
Closed -$62K 1065
2021
Q2
$62K Sell
1,961
-1,447
-42% -$45.7K 0.02% 408
2021
Q1
$130K Buy
+3,408
New +$130K 0.04% 398
2020
Q3
Sell
-1,953
Closed -$138K 470
2020
Q2
$138K Sell
1,953
-572
-23% -$40.4K 0.05% 359
2020
Q1
$74K Buy
+2,525
New +$74K 0.03% 368