Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-930
Closed -$324K 277
2020
Q4
$324K Buy
930
+227
+32% +$79.1K 0.1% 187
2020
Q3
$232K Buy
+703
New +$232K 0.09% 183