Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,725
Closed -$252K 51
2020
Q4
$252K Sell
1,725
-2
-0.1% -$292 0.17% 47
2020
Q3
$231K Sell
1,727
-90
-5% -$12K 0.18% 44
2020
Q2
$237K Hold
1,817
0.2% 44
2020
Q1
$207K Buy
+1,817
New +$207K 0.2% 45