Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,815
Closed -$176K 208
2020
Q2
$176K Sell
5,815
-159
-3% -$4.81K 0.04% 64
2020
Q1
$172K Sell
5,974
-3,248
-35% -$93.5K 0.07% 62
2019
Q4
$367K Buy
9,222
+2,283
+33% +$90.9K 0.13% 55
2019
Q3
$244K Buy
6,939
+6,306
+996% +$222K 0.03% 59
2019
Q2
$23K Hold
633
﹤0.01% 127
2019
Q1
$23K Buy
633
+191
+43% +$6.94K 0.01% 95
2018
Q4
$14K Buy
+442
New +$14K 0.01% 92