Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-25
Closed -$2K 536
2020
Q2
$2K Buy
+25
New +$2K ﹤0.01% 464
2019
Q4
$565K Buy
12,307
+651
+6% +$29.9K 0.3% 65
2019
Q3
$441K Buy
11,656
+3,221
+38% +$122K 0.28% 165
2019
Q2
$314K Buy
8,435
+925
+12% +$34.4K 0.26% 306
2019
Q1
$334K Buy
+7,510
New +$334K 0.29% 115
2018
Q1
Sell
-37
Closed -$2K 514
2017
Q4
$2K Buy
+37
New +$2K ﹤0.01% 464