Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,475
Closed -$295K 267
2020
Q4
$295K Sell
1,475
-110
-7% -$22K 0.09% 208
2020
Q3
$9.46K Buy
1,585
+490
+45% +$2.92K 0.16% 84
2020
Q2
$236K Buy
+1,095
New +$236K 0.09% 183