Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,063
Closed -$342K 594
2021
Q1
$342K Buy
1,063
+9
+0.9% +$2.9K 0.04% 370
2020
Q4
$356K Buy
1,054
+186
+21% +$62.8K 0.05% 338
2020
Q3
$408K Buy
+868
New +$408K 0.07% 260