Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-7,981
Closed -$98K 1316
2020
Q4
$98K Sell
7,981
-40
-0.5% -$491 ﹤0.01% 1488
2020
Q3
$127K Buy
8,021
+1,716
+27% +$27.2K ﹤0.01% 1436
2020
Q2
$143K Buy
+6,305
New +$143K ﹤0.01% 1406