Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,541
Closed -$292K 419
2020
Q4
$292K Buy
2,541
+122
+5% +$14K 0.07% 251
2020
Q3
$0 Sell
2,419
-8
-0.3% ﹤0.01% 208
2020
Q2
$242K Sell
2,427
-47
-2% -$4.69K 0.07% 248
2020
Q1
$202K Buy
+2,474
New +$202K 0.07% 240