Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$1.1M Hold
5,675
1.81% 24
2020
Q1
$914K Sell
5,675
-731
-11% -$118K 1.84% 23
2019
Q4
$1.2M Sell
6,406
-54
-0.8% -$10.1K 1.92% 19
2019
Q3
$1.11M Sell
6,460
-490
-7% -$84.3K 1.89% 22
2019
Q2
$1.21M Sell
6,950
-100
-1% -$17.4K 1.97% 21
2019
Q1
$1.1M Sell
7,050
-425
-6% -$66.4K 1.88% 21
2018
Q4
$986K Buy
7,475
+200
+3% +$26.4K 2% 20
2018
Q3
$1.09M Buy
+7,275
New +$1.09M 1.91% 22