Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,775
Closed -$240K 865
2021
Q1
$240K Buy
1,775
+74
+4% +$10K ﹤0.01% 721
2020
Q4
$289K Buy
+1,701
New +$289K ﹤0.01% 639