Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-28,599
Closed -$1.21M 266
2020
Q4
$1.21M Buy
28,599
+16,195
+131% +$686K 0.36% 174
2020
Q3
$529K Buy
+12,404
New +$529K 0.22% 200