Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-154
Closed -$856K 545
2020
Q4
$856K Buy
154
+35
+29% +$195K 0.06% 253
2020
Q3
$640K Buy
+119
New +$640K 0.05% 258