Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-780
Closed -$254K 163
2021
Q1
$254K Sell
780
-517
-40% -$168K 0.27% 119
2020
Q4
$431K Buy
+1,297
New +$431K 0.46% 58