Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,350
Closed -$218K 264
2021
Q2
$218K Sell
1,350
-7,425
-85% -$1.2M 0.01% 288
2021
Q1
$1.99M Sell
8,775
-4,755
-35% -$1.08M 0.06% 178
2020
Q4
$2.22M Sell
13,530
-11,793
-47% -$1.93M 0.11% 146
2020
Q3
$593K Buy
+25,323
New +$593K 0.04% 176