Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,330
Closed -$335K 555
2020
Q4
$335K Sell
3,330
-3,321
-50% -$334K 0.07% 340
2020
Q3
$325K Sell
6,651
-1,724
-21% -$84.2K 0.08% 319
2020
Q2
$342K Sell
8,375
-5,382
-39% -$220K 0.09% 303
2020
Q1
$211K Buy
+13,757
New +$211K 0.07% 346