Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-338
Closed -$67K 216
2020
Q3
$67K Sell
338
-1,507
-82% -$299K 0.01% 115
2020
Q2
$321K Sell
1,845
-42
-2% -$7.31K 0.07% 47
2020
Q1
$181K Sell
1,887
-857
-31% -$82.2K 0.07% 59
2019
Q4
$297K Buy
2,744
+910
+50% +$98.5K 0.1% 66
2019
Q3
$190K Buy
1,834
+165
+10% +$17.1K 0.02% 71
2019
Q2
$191K Hold
1,669
0.02% 61
2019
Q1
$173K Buy
1,669
+498
+43% +$51.6K 0.09% 52
2018
Q4
$98K Buy
+1,171
New +$98K 0.04% 71