Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-628
Closed -$288K 134
2021
Q2
$288K Sell
628
-380
-38% -$174K 0.05% 97
2021
Q1
$328K Buy
1,008
+89
+10% +$29K 0.06% 82
2020
Q4
$305K Buy
+919
New +$305K 0.06% 79