Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$440K Sell
1,500
-48
-3% -$14.1K 0.12% 26
2020
Q2
$333K Buy
1,548
+22
+1% +$4.73K 0.11% 27
2020
Q1
$296K Buy
1,526
+3
+0.2% +$582 0.11% 29
2019
Q4
$323K Buy
1,523
+13
+0.9% +$2.76K 0.1% 33
2019
Q3
$252K Buy
1,510
+10
+0.7% +$1.67K 0.08% 36
2019
Q2
$254K Hold
1,500
0.08% 35
2019
Q1
$273K Hold
1,500
0.09% 35
2018
Q4
$205K Hold
1,500
0.08% 37
2018
Q3
$247K Hold
1,500
0.08% 38
2018
Q2
$278K Buy
+1,500
New +$278K 0.1% 35