Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,046
Closed -$50K 56
2021
Q1
$50K Buy
2,046
+10
+0.5% +$244 0.03% 104
2020
Q4
$42K Buy
+2,036
New +$42K 0.02% 102