Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,117
Closed -$387K 213
2021
Q2
$387K Buy
1,117
+282
+34% +$97.7K 0.12% 149
2021
Q1
$234K Buy
+835
New +$234K 0.08% 179
2020
Q1
Sell
-744
Closed -$221K 107
2019
Q4
$221K Buy
+744
New +$221K 0.1% 131
2019
Q3
Sell
-976
Closed -$228K 162
2019
Q2
$228K Buy
+976
New +$228K 0.13% 129