Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,181
Closed -$91K 611
2021
Q2
$91K Sell
10,181
-17,293
-63% -$155K 0.01% 562
2021
Q1
$261K Sell
27,474
-38
-0.1% -$361 0.05% 414
2020
Q4
$238K Buy
27,512
+3,775
+16% +$32.7K 0.06% 354
2020
Q3
$128K Sell
23,737
-1,972
-8% -$10.6K 0.05% 324
2020
Q2
$167K Buy
+25,709
New +$167K 0.1% 252