Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-694
Closed -$125K 655
2020
Q2
$125K Buy
+694
New +$125K 0.09% 269
2018
Q4
Sell
-948
Closed -$192K 581
2018
Q3
$192K Hold
948
0.31% 34
2018
Q2
$174K Sell
948
-111
-10% -$20.4K 0.29% 190
2018
Q1
$179K Buy
1,059
+365
+53% +$61.7K 0.23% 258
2017
Q4
$125K Buy
+694
New +$125K 0.09% 269