Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-22,759
Closed -$60K 359
2020
Q2
$60K Buy
+22,759
New +$60K 0.01% 351
2014
Q4
Sell
-2,000
Closed -$13K 302
2014
Q3
$13K Hold
2,000
﹤0.01% 996
2014
Q2
$14K Hold
2,000
﹤0.01% 957
2014
Q1
$15K Hold
2,000
0.01% 821
2013
Q4
$15K Buy
+2,000
New +$15K 0.01% 795