Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-17,426
Closed -$1.29M 83
2020
Q2
$1.29M Buy
17,426
+1,613
+10% +$119K 0.71% 47
2020
Q1
$1.16M Buy
15,813
+2,202
+16% +$162K 0.95% 33
2019
Q4
$1.18M Buy
13,611
+360
+3% +$31.2K 0.71% 40
2019
Q3
$1.06M Sell
13,251
-916
-6% -$73.6K 0.77% 43
2019
Q2
$1.16M Buy
14,167
+2,420
+21% +$197K 1.06% 22
2019
Q1
$938K Buy
11,747
+541
+5% +$43.2K 0.86% 31
2018
Q4
$817K Buy
+11,206
New +$817K 0.83% 35