Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,903
Closed -$459K 241
2021
Q2
$459K Buy
10,903
+1,882
+21% +$79.2K 0.1% 182
2021
Q1
$348K Buy
9,021
+1,435
+19% +$55.4K 0.1% 183
2020
Q4
$275K Sell
7,586
-539
-7% -$19.5K 0.08% 216
2020
Q3
$281K Buy
+8,125
New +$281K 0.11% 158