Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$448K Sell
3,052
-80
-3% -$11.7K 0.2% 133
2021
Q2
$520K Buy
3,132
+153
+5% +$25.4K 0.22% 125
2021
Q1
$480K Sell
2,979
-304
-9% -$49K 0.22% 123
2020
Q4
$480K Buy
+3,283
New +$480K 0.21% 138