Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,829
Closed -$231K 127
2021
Q2
$231K Sell
1,829
-919
-33% -$116K 0.14% 111
2021
Q1
$324K Hold
2,748
0.21% 88
2020
Q4
$281K Buy
+2,748
New +$281K 0.2% 92
2020
Q2
Sell
-8,393
Closed -$269K 105
2020
Q1
$269K Buy
+8,393
New +$269K 0.26% 80