Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-360
Closed -$82K 9
2021
Q2
$82K Sell
360
-305
-46% -$69.5K 13.95% 4
2021
Q1
$150K Buy
+665
New +$150K 22.46% 1