Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,439
Closed -$270K 191
2021
Q1
$270K Buy
2,439
+15
+0.6% +$1.66K 0.22% 139
2020
Q4
$278K Buy
+2,424
New +$278K 0.23% 142