Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-13,094
Closed -$1.03M 399
2021
Q2
$1.03M Sell
13,094
-4,312
-25% -$341K 0.04% 231
2021
Q1
$1.29M Sell
17,406
-38,071
-69% -$2.82M 0.05% 234
2020
Q4
$3.66M Buy
+55,477
New +$3.66M 0.11% 127