Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-50,545
Closed -$3.02M 69
2020
Q2
$3.02M Buy
50,545
+1,612
+3% +$96.4K 2.9% 10
2020
Q1
$2.65M Sell
48,933
-3,324
-6% -$180K 3.17% 9
2019
Q4
$3.13M Buy
+52,257
New +$3.13M 2.82% 12