Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-5,400
Closed -$265K 774
2021
Q2
$265K Sell
5,400
-4,400
-45% -$216K 0.01% 584
2021
Q1
$420K Sell
9,800
-4,500
-31% -$193K 0.02% 426
2020
Q4
$526K Buy
+14,300
New +$526K 0.02% 317