Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$1.34M Sell
18,802
-4,591
-20% -$328K 0.94% 27
2020
Q2
$1.57M Sell
23,393
-12,254
-34% -$824K 1.14% 22
2020
Q1
$1.28M Buy
35,647
+2,021
+6% +$72.3K 1.13% 21
2019
Q4
$1.28M Buy
33,626
+2,284
+7% +$86.6K 1.13% 21
2019
Q3
$939K Buy
31,342
+8,243
+36% +$247K 0.92% 36
2019
Q2
$891K Sell
23,099
-15,293
-40% -$590K 0.81% 39
2019
Q1
$1.46M Sell
38,392
-23,274
-38% -$888K 1.31% 20
2018
Q4
$1.75M Buy
+61,666
New +$1.75M 1.85% 9