Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,943
Closed -$1.03M 108
2021
Q2
$1.03M Buy
8,943
+1,121
+14% +$129K 0.32% 89
2021
Q1
$902K Buy
7,822
+2,828
+57% +$326K 0.3% 88
2020
Q4
$608K Buy
+4,994
New +$608K 0.26% 83