Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-320
Closed -$16K 277
2020
Q2
$16K Hold
320
0.02% 189
2020
Q1
$15K Hold
320
0.02% 183
2019
Q4
$19K Buy
+320
New +$19K 0.02% 199
2019
Q3
Sell
-1,270
Closed -$64K 173
2019
Q2
$64K Sell
1,270
-273
-18% -$13.8K 0.07% 173
2019
Q1
$81K Hold
1,543
0.08% 173
2018
Q4
$74K Sell
1,543
-421
-21% -$20.2K 0.08% 156
2018
Q3
$99K Hold
1,964
0.1% 139
2018
Q2
$99K Hold
1,964
0.1% 137
2018
Q1
$96K Sell
1,964
-978
-33% -$47.8K 0.08% 131
2017
Q4
$130K Buy
+2,942
New +$130K 0.11% 127