Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,550
Closed -$206K 237
2021
Q1
$206K Sell
1,550
-490
-24% -$65.1K 0.03% 222
2020
Q4
$331K Buy
+2,040
New +$331K 0.06% 173