Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-327
Closed -$6K 160
2019
Q4
$6K Buy
327
+3
+0.9% +$55 0.01% 325
2019
Q3
$6K Buy
324
+3
+0.9% +$56 0.01% 314
2019
Q2
$6K Buy
321
+2
+0.6% +$37 0.01% 323
2019
Q1
$6K Buy
319
+3
+0.9% +$56 ﹤0.01% 352
2018
Q4
$6K Buy
316
+1
+0.3% +$19 ﹤0.01% 370
2018
Q3
$8K Buy
315
+2
+0.6% +$51 ﹤0.01% 367
2018
Q2
$7K Buy
313
+2
+0.6% +$45 ﹤0.01% 386
2018
Q1
$7K Buy
311
+2
+0.6% +$45 ﹤0.01% 384
2017
Q4
$6K Buy
309
+2
+0.7% +$39 ﹤0.01% 378
2017
Q3
$6K Buy
307
+2
+0.7% +$39 ﹤0.01% 360
2017
Q2
$5K Buy
305
+2
+0.7% +$33 ﹤0.01% 372
2017
Q1
$5K Buy
303
+3
+1% +$50 ﹤0.01% 321
2016
Q4
$4K Buy
+300
New +$4K ﹤0.01% 319