Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,380
Closed -$388K 23
2020
Q4
$388K Sell
2,380
-120
-5% -$19.6K 0.37% 16
2020
Q3
$394K Hold
2,500
0.36% 17
2020
Q2
$345K Buy
+2,500
New +$345K 0.33% 17