Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,482
Closed -$285K 315
2020
Q4
$285K Buy
1,482
+214
+17% +$41.2K 0.09% 209
2020
Q3
$235K Buy
+1,268
New +$235K 0.1% 181