Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,465
Closed -$349K 843
2021
Q2
$349K Buy
10,465
+92
+0.9% +$3.07K ﹤0.01% 694
2021
Q1
$364K Buy
10,373
+787
+8% +$27.6K ﹤0.01% 621
2020
Q4
$283K Buy
+9,586
New +$283K ﹤0.01% 660