Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,905
Closed -$123K 126
2021
Q1
$123K Sell
5,905
-6,646
-53% -$138K 0.05% 102
2020
Q4
$266K Buy
+12,551
New +$266K 0.11% 48