Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-599
Closed -$25K 633
2021
Q1
$25K Sell
599
-401
-40% -$16.7K ﹤0.01% 1948
2020
Q4
$40K Buy
+1,000
New +$40K ﹤0.01% 1476