Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-993
Closed -$247K 318
2021
Q1
$247K Sell
993
-317
-24% -$78.9K 0.11% 226
2020
Q4
$301K Buy
+1,310
New +$301K 0.13% 212