Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,420
Closed -$231K 144
2020
Q4
$231K Sell
2,420
-343
-12% -$32.7K 0.16% 124
2020
Q3
$221K Sell
2,763
-1,622
-37% -$130K 0.18% 113
2020
Q2
$311K Sell
4,385
-760
-15% -$53.9K 0.28% 85
2020
Q1
$411K Hold
5,145
0.42% 57
2019
Q4
$489K Buy
+5,145
New +$489K 0.4% 58