Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,115
Closed -$667K 123
2020
Q4
$667K Sell
3,115
-435
-12% -$93.1K 0.17% 81
2020
Q3
$586K Buy
+3,550
New +$586K 0.16% 87