Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-854
Closed -$255K 315
2021
Q2
$255K Sell
854
-2,344
-73% -$700K 0.01% 274
2021
Q1
$908K Buy
3,198
+1,816
+131% +$516K 0.03% 94
2020
Q4
$359K Sell
1,382
-365
-21% -$94.8K 0.01% 174
2020
Q3
$439K Buy
+1,747
New +$439K 0.02% 94