Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,112
Closed -$250K 375
2021
Q1
$250K Buy
2,112
+267
+14% +$31.6K 0.02% 310
2020
Q4
$201K Buy
+1,845
New +$201K 0.01% 317