Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,968
Closed -$438K 196
2021
Q1
$438K Buy
1,968
+198
+11% +$44.1K 0.35% 95
2020
Q4
$416K Buy
+1,770
New +$416K 0.34% 93