Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,055
Closed -$458K 171
2021
Q2
$458K Sell
8,055
-325
-4% -$18.5K 0.26% 90
2021
Q1
$459 Sell
8,380
-5,570
-40% -$305 0.2% 86
2020
Q4
$744K Sell
13,950
-12,845
-48% -$685K 0.42% 53
2020
Q3
$1.06M Buy
+26,795
New +$1.06M 0.64% 29