Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-9,859
Closed -$1.38M 65
2020
Q2
$1.38M Buy
9,859
+685
+7% +$95.9K 1.07% 24
2020
Q1
$1.01M Buy
9,174
+1,816
+25% +$201K 1.08% 26
2019
Q4
$986K Buy
+7,358
New +$986K 0.91% 27