Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-12,499
Closed -$110K 188
2020
Q3
$110K Buy
12,499
+104
+0.8% +$915 0.03% 151
2020
Q2
$150K Buy
12,395
+202
+2% +$2.45K 0.05% 135
2020
Q1
$85K Hold
12,193
0.09% 130
2019
Q4
$232K Hold
12,193
0.17% 143
2019
Q3
$233K Buy
+12,193
New +$233K 0.18% 139