Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-792
Closed -$103K 1318
2020
Q4
$103K Buy
792
+96
+14% +$12.5K ﹤0.01% 1201
2020
Q3
$108K Buy
+696
New +$108K ﹤0.01% 1191