Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-19,159
Closed -$348K 882
2021
Q1
$348K Sell
19,159
-13,778
-42% -$250K 0.02% 459
2020
Q4
$479K Buy
+32,937
New +$479K 0.05% 340