Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-14,407
Closed -$351K 105
2021
Q1
$351K Hold
14,407
0.1% 76
2020
Q4
$296K Sell
14,407
-3,505
-20% -$72K 0.09% 75
2020
Q3
$313K Buy
+17,912
New +$313K 0.11% 70