Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,527
Closed -$246K 169
2021
Q1
$246K Sell
1,527
-1,605
-51% -$259K 0.52% 81
2020
Q4
$458K Buy
+3,132
New +$458K 0.82% 41