Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,089
Closed -$341K 217
2021
Q1
$341K Sell
4,089
-16
-0.4% -$1.33K 0.05% 165
2020
Q4
$404K Sell
4,105
-80
-2% -$7.87K 0.06% 149
2020
Q3
$428K Buy
+4,185
New +$428K 0.08% 134