Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-5,500
Closed -$244K 85
2021
Q2
$244K Hold
5,500
0.17% 74
2021
Q1
$201K Buy
5,500
+600
+12% +$21.9K 0.16% 78
2020
Q4
$206K Buy
+4,900
New +$206K 0.18% 71