Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-12,000
Closed -$225K 254
2021
Q1
$225K Hold
12,000
0.13% 181
2020
Q4
$203K Buy
+12,000
New +$203K 0.12% 179