Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,300
Closed -$343K 54
2021
Q1
$343K Buy
1,300
+300
+30% +$79.2K 0.23% 32
2020
Q4
$243K Buy
+1,000
New +$243K 0.18% 42