Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$3.17M Hold
10,772
0.89% 23
2020
Q2
$2.32M Buy
10,772
+14
+0.1% +$3.02K 0.69% 25
2020
Q1
$2.09M Sell
10,758
-65
-0.6% -$12.6K 0.76% 25
2019
Q4
$2.3M Sell
10,823
-39
-0.4% -$8.27K 0.72% 19
2019
Q3
$1.82M Hold
10,862
0.59% 19
2019
Q2
$1.84M Buy
10,862
+873
+9% +$148K 0.6% 17
2019
Q1
$1.82M Hold
9,989
0.7% 16
2018
Q4
$1.37M Hold
9,989
0.58% 18
2018
Q3
$1.65M Hold
9,989
0.61% 17
2018
Q2
$1.85M Hold
9,989
0.7% 17
2018
Q1
$1.83M Buy
9,989
+65
+0.7% +$11.9K 1.1% 13
2017
Q4
$1.71M Buy
+9,924
New +$1.71M 1.12% 15