Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$1.22M Sell
86,328
-1
-0% -$14 0.86% 31
2020
Q2
$998K Hold
86,329
0.72% 42
2020
Q1
$842K Sell
86,329
-22,112
-20% -$216K 0.74% 52
2019
Q4
$1.46M Hold
108,441
1.29% 17
2019
Q3
$1.27M Sell
108,441
-2,627
-2% -$30.7K 1.25% 17
2019
Q2
$1.6M Hold
111,068
1.45% 17
2019
Q1
$1.42M Hold
111,068
1.26% 22
2018
Q4
$1.12M Buy
+111,068
New +$1.12M 1.18% 21