Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-740
Closed -$394K 808
2020
Q4
$394K Sell
740
-408
-36% -$217K 0.01% 475
2020
Q3
$551K Buy
+1,148
New +$551K 0.02% 301