Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-979
Closed -$281K 185
2021
Q2
$281K Sell
979
-1
-0.1% -$287 0.05% 157
2021
Q1
$256K Buy
980
+8
+0.8% +$2.09K 0.06% 164
2020
Q4
$220K Buy
972
+138
+17% +$31.2K 0.05% 170
2020
Q3
$194K Buy
+834
New +$194K 0.05% 167