Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$473K Sell
57,873
-92,277
-61% -$754K 0.33% 104
2020
Q2
$1.2M Buy
150,150
+54,586
+57% +$436K 0.87% 31
2020
Q1
$413K Sell
95,564
-11,173
-10% -$48.3K 0.37% 102
2019
Q4
$846K Sell
106,737
-56,491
-35% -$448K 0.75% 51
2019
Q3
$1.02M Buy
163,228
+35,037
+27% +$220K 1.01% 29
2019
Q2
$785K Buy
128,191
+41,007
+47% +$251K 0.71% 50
2019
Q1
$557K Hold
87,184
0.5% 65
2018
Q4
$524K Buy
+87,184
New +$524K 0.55% 62