Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-7,125
Closed -$450K 452
2021
Q1
$450K Buy
7,125
+2,574
+57% +$163K 0.05% 236
2020
Q4
$224K Buy
+4,551
New +$224K 0.03% 317