Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-700
Closed -$31K 306
2021
Q1
$31K Hold
700
0.01% 99
2020
Q4
$27K Hold
700
0.01% 104
2020
Q3
$23K Hold
700
0.01% 100
2020
Q2
$26K Hold
700
0.01% 89
2020
Q1
$26K Hold
700
0.01% 76
2019
Q4
$33K Buy
+700
New +$33K 0.01% 81