Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-18,355
Closed -$600K 257
2020
Q4
$600K Sell
18,355
-650
-3% -$21.2K 0.76% 49
2020
Q3
$382K Buy
+19,005
New +$382K 0.59% 75