Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,826
Closed -$264K 94
2020
Q4
$264K Sell
10,826
-5,533
-34% -$135K 0.18% 69
2020
Q3
$420K Buy
16,359
+2,959
+22% +$76K 0.34% 41
2020
Q2
$267K Buy
+13,400
New +$267K 0.22% 67