Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-868
Closed -$81K 775
2019
Q4
$81K Buy
+868
New +$81K ﹤0.01% 564
2019
Q2
Sell
-871
Closed -$48K 774
2019
Q1
$48K Hold
871
﹤0.01% 527
2018
Q4
$48K Buy
+871
New +$48K ﹤0.01% 527
2017
Q1
Sell
-110
Closed -$5K 785
2016
Q4
$5K Buy
+110
New +$5K ﹤0.01% 367