Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$3.73M Buy
36,151
+11,552
+47% +$1.19M 2.62% 2
2020
Q2
$2.4M Buy
24,599
+13,989
+132% +$1.37M 1.74% 11
2020
Q1
$1.01M Buy
10,610
+1,813
+21% +$172K 0.89% 36
2019
Q4
$1.02M Sell
8,797
-948
-10% -$110K 0.9% 37
2019
Q3
$1.01M Sell
9,745
-4,222
-30% -$437K 0.99% 31
2019
Q2
$1.27M Buy
13,967
+552
+4% +$50.3K 1.16% 25
2019
Q1
$1.18M Buy
+13,415
New +$1.18M 1.06% 29