Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,505
Closed -$228K 133
2021
Q2
$228K Buy
10,505
+3
+0% +$65 0.12% 125
2021
Q1
$240K Buy
+10,502
New +$240K 0.14% 117
2019
Q4
$352K Buy
+11,940
New +$352K 0.39% 56