Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-100
Closed -$19K 76
2021
Q1
$19K Sell
100
-1,000
-91% -$190K 0.01% 136
2020
Q4
$161K Buy
+1,100
New +$161K 0.11% 60