Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,037
Closed -$757K 713
2020
Q4
$757K Sell
3,037
-346
-10% -$86.2K 0.05% 281
2020
Q3
$721K Buy
+3,383
New +$721K 0.06% 258