Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,095
Closed -$461K 269
2021
Q2
$461K Sell
2,095
-71
-3% -$15.6K 0.04% 269
2021
Q1
$453K Buy
+2,166
New +$453K 0.05% 262
2020
Q1
Sell
-1,168
Closed -$201K 352
2019
Q4
$201K Buy
+1,168
New +$201K 0.02% 408