Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,299
Closed -$216K 194
2021
Q2
$216K Sell
4,299
-10
-0.2% -$502 0.16% 173
2021
Q1
$234K Buy
4,309
+112
+3% +$6.08K 0.19% 156
2020
Q4
$214K Buy
+4,197
New +$214K 0.18% 174