Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$245K Sell
1,964
-2,180
-53% -$272K 0.17% 145
2020
Q2
$503K Sell
4,144
-2,501
-38% -$304K 0.36% 97
2020
Q1
$662K Buy
6,645
+1,541
+30% +$154K 0.59% 66
2019
Q4
$787K Buy
5,104
+581
+13% +$89.6K 0.7% 54
2019
Q3
$647K Buy
+4,523
New +$647K 0.64% 60