Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-766
Closed -$97K 247
2021
Q1
$97K Sell
766
-229
-23% -$29K 0.09% 162
2020
Q4
$119K Buy
+995
New +$119K 0.12% 132