Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-13,676
Closed -$778K 423
2021
Q2
$778K Sell
13,676
-11,333
-45% -$645K 0.13% 191
2021
Q1
$1.32M Hold
25,009
0.23% 111
2020
Q4
$1.32M Hold
25,009
0.23% 111
2020
Q3
$993K Buy
+25,009
New +$993K 0.21% 127