Capstone Financial Group’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	$7.8M	Sell	74,950 -14,720	-16%	-$1.53M	6.03%	3
2020 Q2	$9.09M	Sell	89,670 -24,490	-21%	-$2.48M	7.47%	3
2020 Q1	$4.76M	Sell	114,160 -43,870	-28%	-$1.83M	4.89%	3
2019 Q4	$6.28M	Buy	+158,030	New	+$6.28M	6.05%	2