Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-11,300
Closed -$68K 665
2021
Q1
$68K Sell
11,300
-20,500
-64% -$123K 0.02% 503
2020
Q4
$182K Buy
+31,800
New +$182K 0.05% 391