Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,744
Closed -$212K 66
2021
Q1
$212K Buy
4,744
+160
+3% +$7.15K 0.28% 60
2020
Q4
$211K Buy
+4,584
New +$211K 0.29% 59