Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-37,284
Closed -$456K 335
2021
Q2
$456K Buy
37,284
+5,884
+19% +$72K 0.07% 201
2021
Q1
$464K Buy
31,400
+3,689
+13% +$54.5K 0.08% 185
2020
Q4
$323K Buy
+27,711
New +$323K 0.06% 213