Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$2.42M Sell
63,076
-3,100
-5% -$119K 1.7% 13
2020
Q2
$2.13M Sell
66,176
-20,074
-23% -$646K 1.54% 15
2020
Q1
$857K Buy
86,250
+32,485
+60% +$323K 0.76% 49
2019
Q4
$1.17M Sell
53,765
-7,027
-12% -$153K 1.03% 26
2019
Q3
$971K Hold
60,792
0.96% 33
2019
Q2
$1.66M Buy
60,792
+6,310
+12% +$172K 1.51% 15
2019
Q1
$2.2M Hold
54,482
1.96% 10
2018
Q4
$1.07M Buy
+54,482
New +$1.07M 1.13% 24