Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-300
Closed -$10K 280
2020
Q1
$10K Sell
300
-460
-61% -$15.3K 0.01% 310
2019
Q4
$40K Buy
+760
New +$40K 0.04% 244