Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,997
Closed -$867K 92
2020
Q2
$867K Sell
3,997
-12
-0.3% -$2.6K 0.63% 50
2020
Q1
$847K Buy
4,009
+106
+3% +$22.4K 0.85% 37
2019
Q4
$976K Sell
3,903
-9
-0.2% -$2.25K 0.75% 38
2019
Q3
$905K Buy
3,912
+21
+0.5% +$4.86K 0.73% 38
2019
Q2
$796K Buy
+3,891
New +$796K 0.64% 47