Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$494K Sell
9,476
-100
-1% -$5.21K 0.22% 117
2021
Q2
$514K Buy
9,576
+320
+3% +$17.2K 0.22% 129
2021
Q1
$474K Sell
9,256
-94
-1% -$4.81K 0.22% 126
2020
Q4
$416K Buy
+9,350
New +$416K 0.18% 157