Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$176K Sell
600
-5,600
-90% -$1.64M 0.84% 24
2020
Q2
$1.34M Sell
6,200
-3,300
-35% -$712K 2.18% 4
2020
Q1
$1.85M Buy
9,500
+1,600
+20% +$311K 8.05% 3
2019
Q4
$1.68M Buy
+7,900
New +$1.68M 10.67% 3