Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,927
Closed -$221K 1001
2020
Q4
$221K Buy
1,927
+4
+0.2% +$459 0.01% 861
2020
Q3
$204K Sell
1,923
-1,383
-42% -$147K 0.01% 832
2020
Q2
$329K Buy
+3,306
New +$329K 0.02% 756
2015
Q4
Sell
-83
Closed -$2K 546
2015
Q3
$2K Sell
83
-500
-86% -$12K ﹤0.01% 1021
2015
Q2
$27K Buy
+583
New +$27K ﹤0.01% 936