Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-16,000
Closed -$339K 196
2021
Q1
$339K Sell
16,000
-10,000
-38% -$212K 0.14% 117
2020
Q4
$526K Buy
+26,000
New +$526K 0.23% 86