Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-225
Closed -$18K 223
2020
Q4
$18K Hold
225
0.01% 150
2020
Q3
$16K Sell
225
-300
-57% -$21.3K 0.01% 136
2020
Q2
$36K Buy
525
+75
+17% +$5.14K 0.02% 111
2020
Q1
$28K Hold
450
0.02% 106
2019
Q4
$33K Buy
+450
New +$33K 0.03% 120