Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,400
Closed -$334K 256
2021
Q2
$334K Hold
1,400
0.2% 172
2021
Q1
$322K Sell
1,400
-1,980
-59% -$455K 0.21% 148
2020
Q4
$714K Buy
+3,380
New +$714K 0.52% 58