Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,500
Closed -$545K 366
2021
Q1
$545K Sell
2,500
-100
-4% -$21.8K 0.06% 253
2020
Q4
$737K Buy
+2,600
New +$737K 0.09% 219