Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-469
Closed -$20K 596
2020
Q4
$20K Buy
+469
New +$20K ﹤0.01% 1031
2017
Q1
Sell
-616
Closed -$22K 634
2016
Q4
$22K Hold
616
﹤0.01% 449
2016
Q3
$21K Buy
+616
New +$21K 0.01% 395