Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,756
Closed -$293K 275
2020
Q4
$293K Hold
1,756
0.09% 209
2020
Q3
$1.94K Sell
1,756
-1,165
-40% -$1.28K 0.03% 190
2020
Q2
$323K Sell
2,921
-1,222
-29% -$135K 0.12% 162
2020
Q1
$334K Buy
+4,143
New +$334K 0.16% 135