Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-70
Closed -$206K 179
2021
Q2
$206K Sell
70
-13
-16% -$38.3K 0.12% 153
2021
Q1
$242 Sell
83
-7
-8% -$20 0.1% 139
2020
Q4
$547K Buy
+90
New +$547K 0.31% 74