Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,684
Closed -$204K 278
2021
Q2
$204K Buy
8,684
+472
+6% +$11.1K 0.13% 98
2021
Q1
$199K Hold
8,212
0.14% 98
2020
Q4
$190K Buy
8,212
+2,069
+34% +$47.9K 0.14% 89
2020
Q3
$115K Buy
+6,143
New +$115K 0.11% 113