Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-9,700
Closed -$256K 147
2021
Q2
$256K Buy
9,700
+700
+8% +$18.5K 0.03% 137
2021
Q1
$219K Buy
+9,000
New +$219K 0.03% 135
2020
Q4
Sell
-13,000
Closed -$227K 139
2020
Q3
$227K Sell
13,000
-34
-0.3% -$594 0.04% 128
2020
Q2
$304K Hold
13,034
0.05% 110
2020
Q1
$318K Buy
+13,034
New +$318K 0.07% 100