Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-965
Closed -$304 433
2021
Q1
$304 Buy
965
+210
+28% +$66 0.01% 324
2020
Q4
$254K Sell
755
-1,160
-61% -$390K 0.01% 364
2020
Q3
$362K Buy
+1,915
New +$362K 0.02% 297