Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-686
Closed -$254K 480
2021
Q1
$254K Sell
686
-555
-45% -$205K 0.11% 204
2020
Q4
$561K Buy
+1,241
New +$561K 0.26% 91