Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-20,000
Closed -$115K 32
2021
Q2
$115K Hold
20,000
0.09% 35
2021
Q1
$117K Buy
+20,000
New +$117K 0.1% 26