Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,594
Closed -$220K 102
2021
Q1
$220K Sell
1,594
-406
-20% -$56K 0.16% 151
2020
Q4
$261K Buy
+2,000
New +$261K 0.2% 116