Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$421K Buy
+11,442
New +$421K 0.3% 114
2020
Q2
Sell
-17,226
Closed -$817K 185
2020
Q1
$817K Buy
17,226
+2,572
+18% +$122K 0.72% 55
2019
Q4
$1.05M Sell
14,654
-5,538
-27% -$397K 0.93% 33
2019
Q3
$795K Buy
+20,192
New +$795K 0.78% 48