Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,494
Closed -$301K 769
2019
Q4
$301K Sell
6,494
-22
-0.3% -$1.02K 0.01% 660
2019
Q3
$315K Buy
6,516
+62
+1% +$3K 0.02% 629
2019
Q2
$293K Sell
6,454
-501
-7% -$22.7K 0.02% 648
2019
Q1
$309K Buy
6,955
+27
+0.4% +$1.2K 0.02% 604
2018
Q4
$274K Buy
6,928
+1,130
+19% +$44.7K 0.02% 608
2018
Q3
$234K Buy
+5,798
New +$234K 0.01% 725
2013
Q3
Sell
-269
Closed -$11K 184
2013
Q2
$11K Buy
+269
New +$11K ﹤0.01% 585