Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,140
Closed -$344K 381
2021
Q2
$344K Buy
4,140
+591
+17% +$49.1K 0.13% 296
2021
Q1
$304K Sell
3,549
-5,303
-60% -$454K 0.09% 422
2020
Q4
$800K Buy
+8,852
New +$800K 0.27% 94