Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-13,933
Closed -$68K 229
2020
Q4
$68K Buy
13,933
+97
+0.7% +$473 0.07% 263
2020
Q3
$40K Sell
13,836
-15,641
-53% -$45.2K 0.07% 179
2020
Q2
$97K Buy
+29,477
New +$97K 0.22% 124