Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$6.49M Buy
56,029
+14,429
+35% +$1.67M 1.82% 14
2020
Q2
$3.79M Sell
41,600
-600
-1% -$54.7K 1.12% 20
2020
Q1
$2.68M Buy
42,200
+5,456
+15% +$347K 0.97% 21
2019
Q4
$2.7M Buy
36,744
+2,372
+7% +$174K 0.84% 17
2019
Q3
$1.93M Hold
34,372
0.63% 18
2019
Q2
$1.7M Buy
34,372
+1,116
+3% +$55.2K 0.55% 19
2019
Q1
$1.58M Hold
33,256
0.61% 18
2018
Q4
$1.31M Hold
33,256
0.55% 19
2018
Q3
$1.88M Sell
33,256
-26,820
-45% -$1.51M 0.7% 15
2018
Q2
$2.78M Buy
+60,076
New +$2.78M 1.06% 12