Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,477
Closed -$479K 94
2021
Q2
$479K Sell
1,477
-938
-39% -$304K 0.48% 72
2021
Q1
$798K Buy
2,415
+45
+2% +$14.9K 0.34% 105
2020
Q4
$614K Buy
+2,370
New +$614K 0.24% 142