Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$738K Sell
3,100
-380
-11% -$90.5K 0.52% 67
2020
Q2
$875K Sell
3,480
-742
-18% -$187K 0.63% 58
2020
Q1
$788K Buy
4,222
+1,129
+37% +$211K 0.7% 60
2019
Q4
$890K Sell
3,093
-334
-10% -$96.1K 0.79% 45
2019
Q3
$983K Sell
3,427
-1,969
-36% -$565K 0.97% 32
2019
Q2
$1.52M Buy
5,396
+825
+18% +$232K 1.38% 19
2019
Q1
$1.13M Sell
4,571
-1,130
-20% -$279K 1.01% 31
2018
Q4
$1.06M Buy
+5,701
New +$1.06M 1.12% 26