Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$109K Buy
1,030
+21
+2% +$2.22K 0.01% 626
2021
Q2
$86K Sell
1,009
-84
-8% -$7.16K 0.01% 724
2021
Q1
$125K Sell
1,093
-129
-11% -$14.8K 0.01% 608
2020
Q4
$171K Sell
1,222
-274
-18% -$38.3K 0.02% 494
2020
Q3
$156K Sell
1,496
-117
-7% -$12.2K 0.02% 512
2020
Q2
$116K Buy
+1,613
New +$116K 0.01% 603