Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,060
Closed -$264K 58
2021
Q1
$264K Hold
1,060
0.02% 84
2020
Q4
$244K Hold
1,060
0.02% 82
2020
Q3
$269K Buy
1,060
+210
+25% +$53.3K 0.02% 79
2020
Q2
$200K Buy
+850
New +$200K 0.02% 80