Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,132
Closed -$2.96M 102
2020
Q4
$2.96M Sell
8,132
-203
-2% -$73.8K 1.3% 33
2020
Q3
$2.73M Buy
+8,335
New +$2.73M 1.36% 30