Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,250
Closed -$565K 208
2020
Q4
$565K Buy
1,250
+4
+0.3% +$1.81K 0.09% 126
2020
Q3
$388K Hold
1,246
0.07% 144
2020
Q2
$386K Buy
+1,246
New +$386K 0.08% 132