Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,480
Closed -$225K 365
2020
Q4
$225K Buy
1,480
+10
+0.7% +$1.52K 0.01% 250
2020
Q3
$211K Buy
+1,470
New +$211K 0.01% 236