Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-198
Closed -$9K 216
2020
Q3
$9K Buy
+198
New +$9K ﹤0.01% 238
2018
Q4
Sell
-4,600
Closed -$231K 145
2018
Q3
$231K Sell
4,600
-322
-7% -$16.2K 0.1% 144
2018
Q2
$248K Sell
4,922
-5,360
-52% -$270K 0.13% 134
2018
Q1
$513K Sell
10,282
-5,528
-35% -$276K 0.23% 116
2017
Q4
$724K Buy
+15,810
New +$724K 0.38% 89