Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,100
Closed -$291K 703
2019
Q4
$291K Hold
7,100
﹤0.01% 628
2019
Q3
$239K Buy
7,100
+100
+1% +$3.37K ﹤0.01% 647
2019
Q2
$223K Buy
+7,000
New +$223K ﹤0.01% 658
2015
Q4
Sell
-3,280
Closed -$236K 642
2015
Q3
$236K Buy
+3,280
New +$236K 0.01% 557