Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$816K Hold
2,690
1.35% 28
2020
Q1
$767K Sell
2,690
-10
-0.4% -$2.85K 1.54% 27
2019
Q4
$794K Hold
2,700
1.27% 31
2019
Q3
$778K Sell
2,700
-154
-5% -$44.4K 1.32% 30
2019
Q2
$754K Hold
2,854
1.23% 31
2019
Q1
$691K Sell
2,854
-50
-2% -$12.1K 1.18% 30
2018
Q4
$592K Buy
2,904
+175
+6% +$35.7K 1.2% 30
2018
Q3
$641K Buy
+2,729
New +$641K 1.12% 30