Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-921
Closed -$200K 741
2021
Q1
$200K Sell
921
-283
-24% -$61.5K 0.02% 629
2020
Q4
$260K Sell
1,204
-1,014
-46% -$219K 0.03% 513
2020
Q3
$281K Buy
+2,218
New +$281K 0.02% 569