Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$459K Sell
7,861
-2,594
-25% -$151K 0.32% 108
2020
Q2
$664K Buy
10,455
+931
+10% +$59.1K 0.48% 74
2020
Q1
$566K Buy
9,524
+609
+7% +$36.2K 0.5% 75
2019
Q4
$560K Sell
8,915
-1,235
-12% -$77.6K 0.5% 75
2019
Q3
$439K Buy
10,150
+2,927
+41% +$127K 0.43% 85
2019
Q2
$379K Buy
7,223
+2,803
+63% +$147K 0.34% 82
2019
Q1
$235K Buy
+4,420
New +$235K 0.21% 97