Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-12,849
Closed -$194K 276
2020
Q4
$194K Buy
12,849
+1,945
+18% +$29.4K 0.05% 260
2020
Q3
$115K Buy
+10,904
New +$115K 0.03% 225