Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-17,000
Closed -$401K 3555
2021
Q2
$401K Buy
17,000
+7,333
+76% +$173K ﹤0.01% 3138
2021
Q1
$247K Buy
+9,667
New +$247K ﹤0.01% 3215