Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-12,410
Closed -$267K 231
2021
Q2
$267K Buy
12,410
+67
+0.5% +$1.44K 0.03% 169
2021
Q1
$248K Sell
12,343
-3,952
-24% -$79.4K 0.03% 160
2020
Q4
$294K Buy
16,295
+2,102
+15% +$37.9K 0.04% 133
2020
Q3
$170K Buy
14,193
+498
+4% +$5.97K 0.03% 157
2020
Q2
$154K Buy
+13,695
New +$154K 0.02% 136