Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,754
Closed -$203K 86
2021
Q2
$203K Sell
1,754
-59
-3% -$6.84K 0.15% 84
2021
Q1
$217K Sell
1,813
-514
-22% -$61.6K 0.16% 77
2020
Q4
$255K Buy
+2,327
New +$255K 0.21% 71