Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$315K Buy
1,434
+11
+0.8% +$2.42K 0.14% 199
2021
Q2
$425K Sell
1,423
-59
-4% -$17.6K 0.18% 156
2021
Q1
$421K Buy
1,482
+40
+3% +$11.4K 0.2% 150
2020
Q4
$374K Buy
+1,442
New +$374K 0.16% 177