Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,677
Closed -$401K 781
2020
Q2
$401K Buy
4,677
+954
+26% +$81.8K ﹤0.01% 538
2020
Q1
$134K Hold
3,723
﹤0.01% 585
2019
Q4
$140K Sell
3,723
-4,792
-56% -$180K ﹤0.01% 522
2019
Q3
$274K Buy
+8,515
New +$274K ﹤0.01% 524
2019
Q2
Sell
-8,341
Closed -$207K 720
2019
Q1
$207K Buy
+8,341
New +$207K ﹤0.01% 643