Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,103
Closed -$332K 118
2021
Q2
$332K Sell
1,103
-564
-34% -$170K 0.1% 65
2021
Q1
$500K Buy
+1,667
New +$500K 0.13% 46