Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-19,221
Closed -$277K 230
2020
Q4
$277K Sell
19,221
-347
-2% -$5K 0.35% 123
2020
Q3
$255K Buy
+19,568
New +$255K 0.39% 124