Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-763
Closed -$63K 534
2021
Q2
$63K Buy
+763
New +$63K 0.01% 554
2021
Q1
Sell
-5,699
Closed -$515K 293
2020
Q4
$515K Buy
5,699
+532
+10% +$48.1K 0.13% 135
2020
Q3
$369K Buy
5,167
+994
+24% +$71K 0.11% 150
2020
Q2
$281K Buy
+4,173
New +$281K 0.1% 132