Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$380K Sell
7,133
-289
-4% -$15.4K 0.17% 160
2021
Q2
$417K Sell
7,422
-46
-0.6% -$2.58K 0.18% 160
2021
Q1
$478K Sell
7,468
-463
-6% -$29.6K 0.22% 124
2020
Q4
$395K Buy
+7,931
New +$395K 0.17% 170