Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-16,770
Closed -$99K 314
2021
Q2
$99K Sell
16,770
-5,173
-24% -$30.5K 0.03% 289
2021
Q1
$132K Buy
21,943
+3,669
+20% +$22.1K 0.06% 234
2020
Q4
$126K Buy
18,274
+2,520
+16% +$17.4K 0.06% 219
2020
Q3
$99K Buy
15,754
+410
+3% +$2.58K 0.06% 202
2020
Q2
$101K Buy
+15,344
New +$101K 0.05% 284