Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$569K Buy
2,556
+358
+16% +$79.7K 0.25% 101
2021
Q2
$514K Buy
2,198
+7
+0.3% +$1.64K 0.22% 130
2021
Q1
$464K Sell
2,191
-621
-22% -$132K 0.22% 130
2020
Q4
$615K Buy
+2,812
New +$615K 0.27% 100