Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,424
Closed -$912K 215
2020
Q2
$912K Sell
10,424
-230
-2% -$20.1K 0.34% 76
2020
Q1
$828K Sell
10,654
-1,416
-12% -$110K 0.42% 56
2019
Q4
$1.14M Buy
+12,070
New +$1.14M 0.35% 67