Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-18,601
Closed -$186K 199
2020
Q3
$186K Buy
18,601
+2,510
+16% +$25.1K 0.14% 111
2020
Q2
$111K Sell
16,091
-2,510
-13% -$17.3K 0.06% 136
2020
Q1
$186K Hold
18,601
0.14% 111
2019
Q4
$224K Hold
18,601
0.18% 87
2019
Q3
$186K Buy
18,601
+420
+2% +$4.2K 0.14% 111
2019
Q2
$210K Buy
+18,181
New +$210K 0.18% 98