Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-30,545
Closed -$210K 241
2019
Q4
$210K Buy
30,545
+127
+0.4% +$873 0.02% 521
2019
Q3
$211K Sell
30,418
-818
-3% -$5.67K 0.02% 529
2019
Q2
$209K Sell
31,236
-758
-2% -$5.07K 0.02% 538
2019
Q1
$214K Buy
+31,994
New +$214K 0.02% 535
2018
Q1
Sell
-35,980
Closed -$210K 651
2017
Q4
$210K Buy
+35,980
New +$210K 0.02% 497