Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$627K Buy
8,341
+250
+3% +$18.8K 0.27% 94
2021
Q2
$629K Sell
8,091
-176
-2% -$13.7K 0.27% 105
2021
Q1
$608K Sell
8,267
-2,371
-22% -$174K 0.28% 99
2020
Q4
$830K Buy
+10,638
New +$830K 0.36% 80