Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,062
Closed -$1.1M 388
2020
Q4
$1.1M Sell
6,062
-4,307
-42% -$779K 0.08% 180
2020
Q3
$1.31M Sell
10,369
-691
-6% -$87.2K 0.13% 147
2020
Q2
$1.23M Buy
+11,060
New +$1.23M 0.11% 150