Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$65K Buy
+1,012
New +$65K 0.3% 71
2019
Q4
$565K Buy
8,835
+1,149
+15% +$73.5K 0.3% 61
2019
Q3
$441K Buy
7,686
+2,398
+45% +$138K 0.28% 163
2019
Q2
$361K Buy
+5,288
New +$361K 0.29% 40