Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-755
Closed -$218K 75
2021
Q2
$218K Sell
755
-429
-36% -$124K 0.49% 65
2021
Q1
$332K Buy
+1,184
New +$332K 0.99% 25