Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,573
Closed -$518K 716
2021
Q2
$518K Buy
6,573
+2,591
+65% +$204K 0.13% 259
2021
Q1
$302K Buy
+3,982
New +$302K 0.08% 401