Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$346K Sell
1,812
-222
-11% -$42.4K 0.24% 131
2020
Q2
$319K Sell
2,034
-1,624
-44% -$255K 0.23% 120
2020
Q1
$449K Sell
3,658
-35
-0.9% -$4.3K 0.4% 93
2019
Q4
$502K Sell
3,693
-398
-10% -$54.1K 0.44% 84
2019
Q3
$524K Sell
4,091
-2,229
-35% -$286K 0.52% 74
2019
Q2
$801K Buy
6,320
+190
+3% +$24.1K 0.73% 45
2019
Q1
$717K Sell
6,130
-5,546
-47% -$649K 0.64% 55
2018
Q4
$1.07M Buy
+11,676
New +$1.07M 1.13% 25