Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$633K Sell
3,475
-206
-6% -$37.5K 0.28% 92
2021
Q2
$643K Sell
3,681
-24
-0.6% -$4.19K 0.27% 101
2021
Q1
$614K Sell
3,705
-269
-7% -$44.6K 0.28% 98
2020
Q4
$524K Buy
+3,974
New +$524K 0.23% 119