Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$608K Sell
4,566
-204
-4% -$27.2K 0.16% 130
2020
Q4
$675K Sell
4,770
-75
-2% -$10.6K 0.19% 116
2020
Q3
$609K Buy
4,845
+1,125
+30% +$141K 0.19% 112
2020
Q2
$365K Buy
+3,720
New +$365K 0.12% 143