Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-98
Closed -$544K 675
2020
Q4
$544K Sell
98
-35
-26% -$194K 0.08% 271
2020
Q3
$720K Buy
+133
New +$720K 0.12% 194