Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-12,083
Closed -$85K 904
2020
Q1
$85K Buy
12,083
+1,456
+14% +$10.2K ﹤0.01% 803
2019
Q4
$90K Sell
10,627
-67
-0.6% -$567 ﹤0.01% 801
2019
Q3
$81K Buy
10,694
+519
+5% +$3.93K ﹤0.01% 811
2019
Q2
$75K Sell
10,175
-1,119
-10% -$8.25K ﹤0.01% 837
2019
Q1
$105K Buy
+11,294
New +$105K ﹤0.01% 814
2014
Q4
Sell
-19,660
Closed -$388K 557
2014
Q3
$388K Hold
19,660
0.01% 445
2014
Q2
$471K Hold
19,660
0.02% 408
2014
Q1
$448K Buy
+19,660
New +$448K 0.02% 416
2013
Q3
Sell
-18,500
Closed -$423K 555
2013
Q2
$423K Buy
+18,500
New +$423K 0.02% 395