Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,060
Closed -$207 387
2020
Q4
$207 Sell
1,060
-540
-34% -$105 0.09% 79
2020
Q3
$306K Sell
1,600
-235
-13% -$44.9K 0.69% 42
2020
Q2
$309K Buy
1,835
+535
+41% +$90.1K 0.73% 40
2020
Q1
$177K Buy
+1,300
New +$177K 0.68% 32