Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-7,704
Closed -$355K 200
2021
Q1
$355K Buy
7,704
+938
+14% +$43.2K 0.24% 122
2020
Q4
$236K Buy
+6,766
New +$236K 0.16% 140