Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,100
Closed -$400K 117
2020
Q4
$400K Buy
1,100
+460
+72% +$167K 0.06% 86
2020
Q3
$209K Buy
+640
New +$209K 0.04% 100