Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$310K Sell
6,310
-2,240
-26% -$110K 0.22% 136
2020
Q2
$529K Sell
8,550
-2,098
-20% -$130K 0.38% 92
2020
Q1
$554K Buy
10,648
+2,882
+37% +$150K 0.49% 77
2019
Q4
$554K Buy
+7,766
New +$554K 0.49% 80