Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-687
Closed -$75K 552
2020
Q4
$75K Sell
687
-163
-19% -$17.8K 0.06% 257
2020
Q3
$69K Buy
+850
New +$69K 0.06% 229
2020
Q1
Sell
-3,920
Closed -$228K 459
2019
Q4
$228K Buy
+3,920
New +$228K 0.21% 102