Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,100
Closed -$269K 421
2021
Q2
$269K Hold
1,100
0.01% 348
2021
Q1
$291K Sell
1,100
-250
-19% -$66.1K 0.01% 320
2020
Q4
$396K Buy
1,350
+50
+4% +$14.7K 0.02% 230
2020
Q3
$307K Buy
+1,300
New +$307K 0.02% 244