Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,200
Closed -$219K 30
2020
Q4
$219K Hold
4,200
0.14% 28
2020
Q3
$209K Buy
4,200
+275
+7% +$13.7K 0.13% 27
2020
Q2
$216K Buy
+3,925
New +$216K 0.15% 22