Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$1.12M Sell
10,377
-3,617
-26% -$390K 0.79% 38
2020
Q2
$1.29M Sell
13,994
-6,226
-31% -$574K 0.93% 29
2020
Q1
$1.13M Buy
20,220
+9,135
+82% +$510K 1% 27
2019
Q4
$713K Buy
11,085
+3,486
+46% +$224K 0.63% 63
2019
Q3
$626K Buy
+7,599
New +$626K 0.62% 61