Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,362
Closed -$227K 149
2020
Q4
$227K Sell
5,362
-2,300
-30% -$97.4K 0.14% 122
2020
Q3
$225K Buy
+7,662
New +$225K 0.16% 96