Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-5,974
Closed -$318K 704
2021
Q2
$318K Sell
5,974
-1,550
-21% -$82.5K 0.04% 496
2021
Q1
$293K Sell
7,524
-9,165
-55% -$357K 0.04% 465
2020
Q4
$813K Buy
+16,689
New +$813K 0.12% 193