Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$73K Hold
1,212
0.03% 230
2020
Q1
$49K Buy
+1,212
New +$49K 0.02% 256
2019
Q3
Sell
-2,494
Closed -$76K 718
2019
Q2
$76K Hold
2,494
0.03% 224
2019
Q1
$75K Sell
2,494
-1,335
-35% -$40.1K 0.03% 223
2018
Q4
$80K Buy
3,829
+445
+13% +$9.3K 0.04% 206
2018
Q3
$88K Hold
3,384
0.04% 210
2018
Q2
$132K Buy
3,384
+890
+36% +$34.7K 0.06% 172
2018
Q1
$101K Hold
2,494
0.05% 188
2017
Q4
$103K Buy
+2,494
New +$103K 0.05% 206