Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-540
Closed -$23K 1056
2020
Q4
$23K Buy
540
+6
+1% +$256 ﹤0.01% 490
2020
Q3
$22K Buy
+534
New +$22K ﹤0.01% 475
2013
Q2
$154K Buy
+3,760
New +$154K 0.04% 261