Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-20,211
Closed -$610K 246
2021
Q2
$610K Sell
20,211
-59,701
-75% -$1.8M 0.14% 127
2021
Q1
$104K Hold
79,912
0.02% 225
2020
Q4
$99K Sell
79,912
-2,319
-3% -$2.87K 0.02% 215
2020
Q3
$97K Sell
82,231
-262
-0.3% -$309 0.03% 197
2020
Q2
$100K Buy
+82,493
New +$100K 0.03% 179