Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-228
Closed -$481 363
2020
Q3
$481 Buy
+228
New +$481 0.01% 319
2018
Q4
Sell
-1,929
Closed -$429K 219
2018
Q3
$429K Buy
1,929
+335
+21% +$74.5K 0.21% 130
2018
Q2
$264K Buy
1,594
+215
+16% +$35.6K 0.15% 163
2018
Q1
$248K Buy
1,379
+111
+9% +$20K 0.15% 155
2017
Q4
$251K Buy
+1,268
New +$251K 0.16% 153