Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-20,804
Closed -$540K 2210
2021
Q2
$540K Buy
20,804
+740
+4% +$19.2K ﹤0.01% 1999
2021
Q1
$1.2M Buy
20,064
+321
+2% +$19.2K 0.01% 1666
2020
Q4
$916K Hold
19,743
0.01% 1768
2020
Q3
$832K Buy
+19,743
New +$832K 0.01% 1664