Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-564
Closed -$60K 704
2020
Q3
$60K Buy
+564
New +$60K 0.01% 190
2020
Q2
Sell
-564
Closed -$49.1K 676
2020
Q1
$49.1K Hold
564
0.01% 208
2019
Q4
$55.8K Sell
564
-4
-0.7% -$396 0.01% 264
2019
Q3
$51.4K Buy
+568
New +$51.4K 0.02% 239
2019
Q2
Sell
-602
Closed -$70.3K 706
2019
Q1
$70.3K Buy
+602
New +$70.3K 0.03% 194