Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,254
Closed -$418K 420
2021
Q2
$418K Buy
4,254
+1,194
+39% +$117K ﹤0.01% 337
2021
Q1
$302K Sell
3,060
-9,175
-75% -$906K ﹤0.01% 355
2020
Q4
$1.19M Buy
+12,235
New +$1.19M 0.01% 239