Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,989
Closed -$362K 524
2019
Q4
$362K Buy
3,989
+22
+0.6% +$2K 0.02% 433
2019
Q3
$329K Buy
+3,967
New +$329K 0.02% 451
2019
Q1
Sell
-4,220
Closed -$273K 780
2018
Q4
$273K Buy
+4,220
New +$273K 0.02% 436
2014
Q3
Sell
-7,846
Closed -$221K 948
2014
Q2
$221K Buy
+7,846
New +$221K 0.01% 909