Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-14,558
Closed -$75K 114
2020
Q1
$75K Buy
14,558
+50
+0.3% +$258 0.03% 102
2019
Q4
$147K Buy
14,508
+130
+0.9% +$1.32K 0.05% 108
2019
Q3
$145K Sell
14,378
-5,804
-29% -$58.5K 0.05% 98
2019
Q2
$270K Buy
+20,182
New +$270K 0.09% 96