Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-11,324
Closed -$58K 699
2020
Q1
$58K Sell
11,324
-3,098
-21% -$15.9K 0.01% 545
2019
Q4
$162K Buy
14,422
+20
+0.1% +$225 0.02% 526
2019
Q3
$151K Sell
14,402
-831
-5% -$8.71K 0.03% 473
2019
Q2
$204K Hold
15,233
0.04% 460
2019
Q1
$175K Buy
15,233
+1,588
+12% +$18.2K 0.04% 451
2018
Q4
$90K Buy
+13,645
New +$90K 0.02% 406