Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$3.07M Buy
60,348
+5,433
+10% +$276K 7.18% 11
2020
Q2
$3.26M Buy
54,915
+6,546
+14% +$388K 7.68% 8
2020
Q1
$2.66M Sell
48,369
-7,615
-14% -$419K 6.65% 13
2019
Q4
$3.64M Sell
55,984
-8,059
-13% -$525K 4.29% 11
2019
Q3
$4.26M Sell
64,043
-10,498
-14% -$699K 4.64% 14
2019
Q2
$4.48M Sell
74,541
-13,212
-15% -$795K 4.63% 12
2019
Q1
$5.09M Buy
87,753
+10,114
+13% +$587K 4.96% 11
2018
Q4
$4.41M Hold
77,639
4.91% 12
2018
Q3
$4.26M Sell
77,639
-19,807
-20% -$1.09M 4.41% 14
2018
Q2
$5.47M Buy
+97,446
New +$5.47M 5.04% 12