Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,580
Closed -$559K 507
2021
Q2
$559K Sell
6,580
-24,533
-79% -$2.08M 0.02% 306
2021
Q1
$2.46M Buy
31,113
+16,360
+111% +$1.29M 0.11% 118
2020
Q4
$884K Buy
+14,753
New +$884K 0.09% 252