Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-63,485
Closed -$977K 92
2021
Q1
$977K Sell
63,485
-3,521
-5% -$54.2K 0.38% 70
2020
Q4
$1.06M Buy
67,006
+64,606
+2,692% +$1.02M 0.08% 95
2020
Q3
$30K Buy
+2,400
New +$30K ﹤0.01% 106