Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$725K Buy
4,115
+598
+17% +$105K 0.51% 70
2020
Q2
$660K Buy
3,517
+1,022
+41% +$192K 0.48% 75
2020
Q1
$442K Buy
+2,495
New +$442K 0.39% 95
2019
Q3
Sell
-1,805
Closed -$284K 120
2019
Q2
$284K Sell
1,805
-5,937
-77% -$934K 0.26% 88
2019
Q1
$1.25M Buy
7,742
+3,740
+93% +$601K 1.11% 27
2018
Q4
$760K Buy
+4,002
New +$760K 0.8% 43