Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,000
Closed -$344K 333
2021
Q1
$344K Buy
3,000
+1,000
+50% +$115K 0.04% 279
2020
Q4
$280K Buy
+2,000
New +$280K 0.03% 284