Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-19,540
Closed -$2.08M 422
2020
Q2
$2.08M Sell
19,540
-752
-4% -$79.9K 0.1% 239
2020
Q1
$780K Sell
20,292
-8,874
-30% -$341K 0.04% 318
2019
Q4
$1.29M Sell
29,166
-691
-2% -$30.6K 0.05% 303
2019
Q3
$1.69M Sell
29,857
-63
-0.2% -$3.56K 0.07% 275
2019
Q2
$1.84M Buy
29,920
+6,801
+29% +$417K 0.07% 271
2019
Q1
$1.55M Buy
+23,119
New +$1.55M 0.06% 289