Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$361K Sell
2,416
-209
-8% -$31.2K 0.16% 167
2021
Q2
$389K Sell
2,625
-293
-10% -$43.4K 0.16% 174
2021
Q1
$404K Buy
2,918
+26
+0.9% +$3.6K 0.19% 155
2020
Q4
$347K Buy
+2,892
New +$347K 0.15% 189