Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-520
Closed -$201K 647
2021
Q2
$201K Sell
520
-122
-19% -$47.2K 0.03% 555
2021
Q1
$206K Buy
+642
New +$206K 0.04% 505