Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-15,900
Closed -$519K 390
2020
Q4
$519K Sell
15,900
-1,300
-8% -$42.4K 0.07% 282
2020
Q3
$404K Hold
17,200
0.07% 279
2020
Q2
$383K Buy
17,200
+1,200
+8% +$26.7K 0.06% 299
2020
Q1
$168K Buy
+16,000
New +$168K 0.03% 371