Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-761
Closed -$230K 110
2021
Q2
$230K Sell
761
-2
-0.3% -$604 0.13% 167
2021
Q1
$200K Buy
+763
New +$200K 0.11% 186