Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-897
Closed -$5K 410
2020
Q1
$5K Buy
+897
New +$5K ﹤0.01% 425
2017
Q4
Sell
-6,199
Closed -$102K 487
2017
Q3
$102K Sell
6,199
-3,696
-37% -$60.8K ﹤0.01% 361
2017
Q2
$186K Hold
9,895
﹤0.01% 302
2017
Q1
$179K Hold
9,895
﹤0.01% 300
2016
Q4
$181K Buy
+9,895
New +$181K ﹤0.01% 295