Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,550
Closed -$493K 1241
2021
Q2
$493K Sell
4,550
-700
-13% -$75.8K 0.05% 595
2021
Q1
$604K Buy
5,250
+2,675
+104% +$308K 0.07% 472
2020
Q4
$465K Buy
+2,575
New +$465K 0.08% 483
2019
Q3
Sell
-4,974
Closed -$230K 1074
2019
Q2
$230K Buy
+4,974
New +$230K 0.04% 760