Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-15,241
Closed -$394K 1673
2020
Q4
$394K Sell
15,241
-9,668
-39% -$250K ﹤0.01% 1185
2020
Q3
$491K Buy
24,909
+2,746
+12% +$54.1K ﹤0.01% 1001
2020
Q2
$509K Buy
22,163
+8,204
+59% +$188K ﹤0.01% 935
2020
Q1
$320K Buy
+13,959
New +$320K ﹤0.01% 1087