Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-29,114
Closed -$2.71M 735
2020
Q2
$2.71M Sell
29,114
-131
-0.4% -$12.2K 0.08% 215
2020
Q1
$2.15M Sell
29,245
-2,109
-7% -$155K 0.07% 232
2019
Q4
$2.64M Sell
31,354
-226
-0.7% -$19K 0.07% 253
2019
Q3
$2.65M Buy
31,580
+451
+1% +$37.9K 0.08% 225
2019
Q2
$2.04M Buy
+31,129
New +$2.04M 0.06% 271