Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,685
Closed -$368K 59
2021
Q2
$368K Sell
1,685
-415
-20% -$90.6K 0.15% 56
2021
Q1
$461K Buy
2,100
+648
+45% +$142K 0.2% 36
2020
Q4
$338K Buy
+1,452
New +$338K 0.18% 37