Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$280K Hold
2,000
0.46% 58
2020
Q1
$243K Sell
2,000
-150
-7% -$18.2K 0.49% 57
2019
Q4
$325K Sell
2,150
-150
-7% -$22.7K 0.52% 56
2019
Q3
$335K Sell
2,300
-400
-15% -$58.3K 0.57% 54
2019
Q2
$443K Hold
2,700
0.72% 48
2019
Q1
$490K Sell
2,700
-216
-7% -$39.2K 0.84% 42
2018
Q4
$470K Hold
2,916
0.95% 42
2018
Q3
$702K Buy
+2,916
New +$702K 1.23% 29