Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-148
Closed -$10K 174
2020
Q3
$10K Sell
148
-5,791
-98% -$391K 0.01% 357
2020
Q2
$431K Buy
+5,939
New +$431K 0.33% 61
2018
Q2
Sell
-350
Closed -$20K 424
2018
Q1
$20K Hold
350
0.01% 358
2017
Q4
$24K Buy
+350
New +$24K 0.01% 351
2014
Q2
Sell
-12,120
Closed -$475K 415
2014
Q1
$475K Buy
12,120
+240
+2% +$9.41K 0.33% 104
2013
Q4
$486K Buy
+11,880
New +$486K 0.34% 86