Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,458
Closed -$240K 478
2020
Q4
$240K Buy
3,458
+8
+0.2% +$555 0.11% 196
2020
Q3
$266K Buy
+3,450
New +$266K 0.16% 147