Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,543
Closed -$222K 88
2021
Q1
$222K Buy
+10,543
New +$222K 0.72% 51
2014
Q3
$5K Buy
134
+14
+12% +$522 0.01% 1417
2014
Q2
$5K Buy
+120
New +$5K 0.01% 1057