Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-5,342
Closed -$364K 424
2021
Q2
$364K Buy
5,342
+501
+10% +$34.1K 0.06% 219
2021
Q1
$253K Sell
4,841
-656
-12% -$34.3K 0.05% 199
2020
Q4
$275K Buy
+5,497
New +$275K 0.06% 186