Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-14,483
Closed -$1.67M 218
2021
Q2
$1.67M Buy
14,483
+32
+0.2% +$3.68K 0.18% 69
2021
Q1
$1.66M Buy
14,451
+2,114
+17% +$243K 0.2% 64
2020
Q4
$1.23M Buy
+12,337
New +$1.23M 0.18% 76