Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-240
Closed -$5K 946
2020
Q4
$5K Buy
240
+42
+21% +$875 ﹤0.01% 593
2020
Q3
$3K Hold
198
﹤0.01% 633
2020
Q2
$2K Buy
+198
New +$2K ﹤0.01% 658