Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,517
Closed -$289K 194
2020
Q4
$289K Sell
8,517
-6,500
-43% -$221K 0.1% 128
2020
Q3
$351K Hold
15,017
0.14% 98
2020
Q2
$381K Hold
15,017
0.18% 96
2020
Q1
$364K Buy
+15,017
New +$364K 0.25% 62