Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-36,998
Closed -$1.28M 84
2020
Q4
$1.28M Hold
36,998
0.51% 20
2020
Q3
$645K Sell
36,998
-11,595
-24% -$202K 0.34% 19
2020
Q2
$702K Buy
+48,593
New +$702K 0.33% 26