Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,088
Closed -$348K 139
2021
Q2
$348K Buy
6,088
+1,533
+34% +$87.6K 0.21% 99
2021
Q1
$243K Sell
4,555
-993
-18% -$53K 0.16% 116
2020
Q4
$272K Buy
+5,548
New +$272K 0.17% 125
2020
Q1
Sell
-688
Closed -$39K 500
2019
Q4
$39K Buy
+688
New +$39K 0.03% 207