Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-28,004
Closed -$639K 110
2020
Q2
$639K Buy
28,004
+2,336
+9% +$53.3K 0.35% 72
2020
Q1
$565K Buy
25,668
+4,586
+22% +$101K 0.46% 62
2019
Q4
$622K Buy
21,082
+7,347
+53% +$217K 0.37% 80
2019
Q3
$393K Buy
13,735
+1,211
+10% +$34.7K 0.28% 89
2019
Q2
$320K Sell
12,524
-2,021
-14% -$51.6K 0.29% 69
2019
Q1
$345K Sell
14,545
-41,251
-74% -$978K 0.31% 67
2018
Q4
$1.2M Buy
+55,796
New +$1.2M 1.22% 20