Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$1.16M Buy
6,910
+735
+12% +$123K 0.43% 73
2021
Q2
$1.21M Buy
6,175
+475
+8% +$92.9K 0.45% 69
2021
Q1
$1.04M Buy
5,700
+175
+3% +$32K 0.32% 93
2020
Q4
$919K Buy
+5,525
New +$919K 0.31% 92