Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,000
Closed -$316K 326
2021
Q1
$316K Hold
5,000
0.07% 219
2020
Q4
$246K Sell
5,000
-3,500
-41% -$172K 0.06% 236
2020
Q3
$234K Sell
8,500
-200
-2% -$5.51K 0.06% 224
2020
Q2
$287K Buy
+8,700
New +$287K 0.14% 84