Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Hold
0
898
2020
Q1
Hold
0
1266
2018
Q3
Sell
-80
Closed -$237K 286
2018
Q2
$237K Buy
80
+4
+5% +$11.9K 0.15% 204
2018
Q1
$213K Buy
76
+1
+1% +$2.8K 0.15% 219
2017
Q4
$264K Buy
+75
New +$264K 0.2% 156