Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,793
Closed -$228K 108
2021
Q1
$228K Sell
1,793
-358
-17% -$45.5K 0.1% 87
2020
Q4
$259K Buy
+2,151
New +$259K 0.12% 76