Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,500
Closed -$221K 583
2021
Q1
$221K Sell
4,500
-1,500
-25% -$73.7K 0.01% 487
2020
Q4
$265K Buy
+6,000
New +$265K 0.02% 426