Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-525
Closed -$241K 283
2021
Q2
$241K Sell
525
-100
-16% -$45.9K 0.02% 243
2021
Q1
$204K Sell
625
-200
-24% -$65.3K 0.02% 246
2020
Q4
$274K Buy
+825
New +$274K 0.03% 213