Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-9,743
Closed -$257K 115
2021
Q2
$257K Buy
9,743
+118
+1% +$3.11K 0.14% 107
2021
Q1
$234K Sell
9,625
-700
-7% -$17K 0.14% 103
2020
Q4
$217K Buy
+10,325
New +$217K 0.15% 109