Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,905
Closed -$216K 210
2020
Q4
$216K Sell
2,905
-934
-24% -$69.4K 0.08% 170
2020
Q3
$239K Sell
3,839
-1,325
-26% -$82.5K 0.1% 134
2020
Q2
$282K Buy
+5,164
New +$282K 0.15% 120