Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,800
Closed -$401K 108
2021
Q1
$401K Buy
+1,800
New +$401K 0.02% 100
2020
Q1
Sell
-24,000
Closed -$669K 193
2019
Q4
$669K Buy
24,000
+135
+0.6% +$3.76K 0.08% 40
2019
Q3
$383K Buy
+23,865
New +$383K 0.05% 64
2014
Q4
Hold
0
58
2014
Q3
Hold
0
63
2014
Q2
Hold
0
65
2014
Q1
Hold
0
60
2013
Q4
Hold
0
51