Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,486
Closed -$207K 868
2021
Q2
$207K Buy
2,486
+12
+0.5% +$999 ﹤0.01% 800
2021
Q1
$212K Sell
2,474
-35
-1% -$3K 0.01% 742
2020
Q4
$227K Buy
+2,509
New +$227K 0.01% 667