Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,350
Closed -$455K 76
2020
Q4
$455K Sell
1,350
-700
-34% -$236K 0.17% 52
2020
Q3
$964K Buy
+2,050
New +$964K 0.41% 32