Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,562
Closed -$130K 292
2021
Q1
$130K Buy
2,562
+219
+9% +$11.1K 0.08% 147
2020
Q4
$112K Buy
+2,343
New +$112K 0.09% 148