Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-90
Closed -$40K 182
2021
Q2
$40K Sell
90
-85
-49% -$37.8K 0.02% 157
2021
Q1
$73K Sell
175
-50
-22% -$20.9K 0.05% 126
2020
Q4
$92K Buy
+225
New +$92K 0.06% 110