Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,175
Closed -$125K 654
2020
Q2
$125K Buy
+2,175
New +$125K 0.09% 268
2018
Q4
Sell
-2,198
Closed -$189K 580
2018
Q3
$189K Sell
2,198
-381
-15% -$32.8K 0.3% 72
2018
Q2
$188K Buy
+2,579
New +$188K 0.32% 2
2018
Q1
Sell
-2,175
Closed -$125K 572
2017
Q4
$125K Buy
+2,175
New +$125K 0.09% 268