Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,740
Closed -$375K 284
2021
Q1
$375K Sell
4,740
-175
-4% -$13.8K 0.01% 233
2020
Q4
$360K Buy
+4,915
New +$360K 0.01% 224