Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-9,313
Closed -$202K 87
2021
Q2
$202K Buy
9,313
+294
+3% +$6.38K 0.1% 85
2021
Q1
$206K Sell
9,019
-1,051
-10% -$24K 0.13% 69
2020
Q4
$219K Buy
+10,070
New +$219K 0.1% 75