Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$500K Sell
750
-35
-4% -$23.3K 0.08% 129
2021
Q2
$533K Hold
785
0.08% 127
2021
Q1
$468K Hold
785
0.08% 126
2020
Q4
$351K Buy
+785
New +$351K 0.06% 142