Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,966
Closed -$478K 2030
2020
Q4
$478K Buy
6,966
+1,266
+22% +$86.9K 0.01% 745
2020
Q3
$285K Buy
+5,700
New +$285K 0.01% 1364