Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-47,264
Closed -$1.08M 308
2020
Q4
$1.08M Sell
47,264
-16,397
-26% -$376K 0.21% 133
2020
Q3
$1.07M Buy
+63,661
New +$1.07M 0.29% 116