Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,113
Closed -$353K 227
2021
Q2
$353K Buy
6,113
+1,474
+32% +$85.1K 0.08% 218
2021
Q1
$299K Sell
4,639
-2,621
-36% -$169K 0.09% 201
2020
Q4
$351K Buy
7,260
+952
+15% +$46K 0.11% 181
2020
Q3
$248K Buy
+6,308
New +$248K 0.1% 173