Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$12K Hold
40
﹤0.01% 270
2020
Q2
$11K Buy
+40
New +$11K ﹤0.01% 167
2018
Q3
Sell
-6,318
Closed -$1.08M 340
2018
Q2
$1.08M Buy
6,318
+18
+0.3% +$3.07K 0.41% 25
2018
Q1
$1.02M Buy
+6,300
New +$1.02M 0.61% 21