Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,033
Closed -$240K 856
2021
Q2
$240K Sell
4,033
-2,647
-40% -$158K ﹤0.01% 743
2021
Q1
$449K Buy
6,680
+1,175
+21% +$79K ﹤0.01% 619
2020
Q4
$481K Buy
5,505
+2,964
+117% +$259K ﹤0.01% 564
2020
Q3
$238K Sell
2,541
-1,640
-39% -$154K ﹤0.01% 616
2020
Q2
$356K Buy
+4,181
New +$356K 0.01% 480