Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,645
Closed -$439K 354
2020
Q4
$439K Sell
4,645
-19
-0.4% -$1.8K 0.04% 285
2020
Q3
$429K Sell
4,664
-6,582
-59% -$605K 0.05% 272
2020
Q2
$1.01M Buy
+11,246
New +$1.01M 0.12% 150