Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-933
Closed -$5.19M 125
2020
Q4
$5.19M Buy
933
+25
+3% +$139K 0.55% 94
2020
Q3
$4.9M Buy
+908
New +$4.9M 0.72% 83