Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,262
Closed -$398K 955
2020
Q4
$398K Sell
3,262
-10,954
-77% -$1.34M 0.01% 472
2020
Q3
$1.39M Sell
14,216
-6,434
-31% -$630K 0.05% 169
2020
Q2
$2.15M Buy
+20,650
New +$2.15M 0.11% 102