Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-18,863
Closed -$1.63M 473
2020
Q2
$1.63M Buy
18,863
+677
+4% +$58.5K 0.14% 142
2020
Q1
$1.34M Sell
18,186
-7,787
-30% -$572K 0.15% 143
2019
Q4
$3.2M Buy
25,973
+149
+0.6% +$18.3K 0.29% 109
2019
Q3
$3.16M Buy
25,824
+124
+0.5% +$15.2K 0.31% 95
2019
Q2
$2.77M Buy
+25,700
New +$2.77M 0.28% 112