Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,196
Closed -$302K 350
2021
Q2
$302K Sell
2,196
-97
-4% -$13.3K 0.01% 230
2021
Q1
$305K Sell
2,293
-140
-6% -$18.6K 0.01% 249
2020
Q4
$394K Buy
+2,433
New +$394K 0.01% 181