Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,810
Closed -$240K 337
2021
Q2
$240K Sell
6,810
-585
-8% -$20.6K 0.02% 271
2021
Q1
$277K Sell
7,395
-5,755
-44% -$216K 0.02% 224
2020
Q4
$308K Buy
+13,150
New +$308K 0.03% 185