Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,293
Closed -$272K 851
2021
Q2
$272K Buy
4,293
+20
+0.5% +$1.27K 0.01% 585
2021
Q1
$285K Sell
4,273
-330
-7% -$22K 0.01% 556
2020
Q4
$316K Buy
+4,603
New +$316K 0.01% 491