Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,356
Closed -$967K 884
2020
Q4
$967K Sell
2,356
-233
-9% -$95.6K 0.02% 284
2020
Q3
$1.07M Sell
2,589
-390
-13% -$161K 0.04% 208
2020
Q2
$1.16M Buy
+2,979
New +$1.16M 0.06% 163