Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,142
Closed -$250K 1399
2021
Q2
$250K Sell
4,142
-90
-2% -$5.43K 0.01% 1214
2021
Q1
$267K Sell
4,232
-161
-4% -$10.2K 0.01% 1074
2020
Q4
$216K Buy
+4,393
New +$216K 0.01% 1057