Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,200
Closed -$378K 125
2020
Q4
$378K Hold
4,200
0.15% 31
2020
Q3
$230K Sell
4,200
-5,000
-54% -$274K 0.1% 49
2020
Q2
$411K Buy
+9,200
New +$411K 0.28% 27