Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,200
Closed -$109K 260
2021
Q1
$109K Buy
1,200
+199
+20% +$18.1K 0.1% 153
2020
Q4
$77K Buy
+1,001
New +$77K 0.08% 159