Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-16,044
Closed -$807K 1392
2021
Q1
$807K Sell
16,044
-116
-0.7% -$5.84K 0.03% 580
2020
Q4
$639K Buy
+16,160
New +$639K 0.02% 589