Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,615
Closed -$318K 285
2020
Q4
$318K Buy
1,615
+372
+30% +$73.2K 0.1% 189
2020
Q3
$245K Buy
+1,243
New +$245K 0.1% 175