Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,048
Closed -$196K 302
2021
Q2
$196K Sell
4,048
-5,667
-58% -$274K 0.03% 199
2021
Q1
$414K Sell
9,715
-58
-0.6% -$2.47K 0.06% 138
2020
Q4
$403K Buy
+9,773
New +$403K 0.05% 153