Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-800
Closed -$106K 505
2021
Q1
$106K Buy
+800
New +$106K 0.03% 207
2020
Q2
Sell
-400
Closed -$33K 175
2020
Q1
$33K Sell
400
-600
-60% -$49.5K 0.09% 101
2019
Q4
$101K Buy
+1,000
New +$101K 0.04% 147