Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$9.4M Sell
60,295
-32,510
-35% -$5.07M 1.82% 26
2020
Q2
$13M Buy
92,805
+205
+0.2% +$28.7K 2.62% 15
2020
Q1
$10.2M Buy
92,600
+10,740
+13% +$1.19M 2.38% 17
2019
Q4
$11M Buy
81,860
+2,410
+3% +$323K 2.07% 25
2019
Q3
$9.37M Buy
+79,450
New +$9.37M 1.93% 27