Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,090
Closed -$616K 91
2020
Q4
$616K Sell
3,090
-8,070
-72% -$1.61M 0.09% 86
2020
Q3
$2.04M Hold
11,160
0.36% 71
2020
Q2
$1.76M Sell
11,160
-6,165
-36% -$974K 0.32% 78
2020
Q1
$2.39M Buy
+17,325
New +$2.39M 0.53% 72