Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,744
Closed -$524K 248
2021
Q2
$524K Buy
1,744
+116
+7% +$34.9K 0.11% 162
2021
Q1
$436K Sell
1,628
-667
-29% -$179K 0.13% 153
2020
Q4
$528K Sell
2,295
-87
-4% -$20K 0.16% 130
2020
Q3
$464K Buy
+2,382
New +$464K 0.19% 114