Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,792
Closed -$262K 197
2020
Q4
$262K Sell
1,792
-100
-5% -$14.6K 0.03% 162
2020
Q3
$253K Sell
1,892
-175
-8% -$23.4K 0.03% 226
2020
Q2
$270K Buy
2,067
+2
+0.1% +$261 0.04% 251
2020
Q1
$236K Buy
+2,065
New +$236K 0.04% 268