Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,027
Closed -$206K 116
2020
Q4
$206K Sell
10,027
-4,560
-31% -$93.7K 0.09% 105
2020
Q3
$255K Buy
14,587
+2,823
+24% +$49.4K 0.15% 73
2020
Q2
$274K Buy
+11,764
New +$274K 0.18% 67