Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$1.06M Buy
48,988
+17,212
+54% +$371K 5.06% 7
2020
Q2
$726K Sell
31,776
-2,648
-8% -$60.5K 1.19% 9
2020
Q1
$758K Buy
34,424
+12,578
+58% +$277K 3.3% 13
2019
Q4
$645K Buy
+21,846
New +$645K 4.11% 8