Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-12,867
Closed -$1.61M 484
2020
Q2
$1.61M Buy
12,867
+481
+4% +$60.3K 0.14% 144
2020
Q1
$1.42M Sell
12,386
-9,086
-42% -$1.04M 0.16% 128
2019
Q4
$3.17M Buy
21,472
+307
+1% +$45.4K 0.28% 112
2019
Q3
$2.78M Buy
21,165
+114
+0.5% +$15K 0.27% 109
2019
Q2
$2.75M Buy
+21,051
New +$2.75M 0.28% 115
2016
Q4
Sell
-16,557
Closed -$1.78M 385
2016
Q3
$1.78M Buy
+16,557
New +$1.78M 0.3% 107