Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,424
Closed -$103K 503
2021
Q2
$103K Sell
8,424
-18,630
-69% -$228K 0.13% 156
2021
Q1
$400K Buy
+27,054
New +$400K 0.54% 60