Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,847
Closed -$111K 1018
2021
Q1
$111K Sell
2,847
-302
-10% -$11.8K 0.02% 461
2020
Q4
$153K Buy
3,149
+1,747
+125% +$84.9K 0.03% 350
2020
Q3
$30K Buy
+1,402
New +$30K 0.01% 688