Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-21,067
Closed -$64K 1155
2020
Q4
$64K Sell
21,067
-105,433
-83% -$320K ﹤0.01% 906
2020
Q3
$286K Sell
126,500
-63,300
-33% -$143K 0.01% 589
2020
Q2
$501K Sell
189,800
-57,000
-23% -$150K 0.03% 430
2020
Q1
$568K Hold
246,800
0.03% 388
2019
Q4
$1.15M Buy
+246,800
New +$1.15M 0.05% 339