Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,070
Closed -$320K 1392
2021
Q2
$320K Buy
2,070
+9
+0.4% +$1.39K ﹤0.01% 1013
2021
Q1
$264K Buy
2,061
+70
+4% +$8.97K ﹤0.01% 1058
2020
Q4
$286K Buy
+1,991
New +$286K 0.01% 944