Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,771
Closed -$384K 307
2021
Q2
$384K Buy
7,771
+300
+4% +$14.8K 0.16% 168
2021
Q1
$277K Sell
7,471
-700
-9% -$26K 0.09% 235
2020
Q4
$445K Buy
+8,171
New +$445K 0.19% 142