Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,401
Closed -$251K 173
2020
Q4
$251K Sell
2,401
-20
-0.8% -$2.09K 0.05% 143
2020
Q3
$236K Buy
2,421
+6
+0.2% +$585 0.05% 130
2020
Q2
$207K Buy
+2,415
New +$207K 0.06% 109