Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-720
Closed -$231K 345
2021
Q1
$231K Sell
720
-996
-58% -$320K 0.11% 236
2020
Q4
$579K Buy
+1,716
New +$579K 0.25% 110