Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-700
Closed -$225K 285
2021
Q1
$225K Buy
+700
New +$225K 0.01% 261
2020
Q4
Sell
-1,325
Closed -$623K 275
2020
Q3
$623K Sell
1,325
-875
-40% -$411K 0.02% 169
2020
Q2
$558K Buy
+2,200
New +$558K 0.02% 171