Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,836
Closed -$774K 113
2021
Q1
$774K Sell
3,836
-212
-5% -$42.8K 0.38% 67
2020
Q4
$720K Buy
+4,048
New +$720K 0.57% 48