Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$259K Hold
26,379
7.21% 8
2020
Q2
$221K Sell
26,379
-764
-3% -$6.4K 6.27% 8
2020
Q1
$241K Sell
27,143
-296,362
-92% -$2.63M 3.91% 11
2019
Q4
$2.59M Sell
323,505
-137,387
-30% -$1.1M 2.29% 14
2019
Q3
$3.01M Sell
460,892
-35,186
-7% -$230K 2.43% 15
2019
Q2
$3.76M Sell
496,078
-59,675
-11% -$452K 2.81% 13
2019
Q1
$5.09M Sell
555,753
-21,338
-4% -$195K 3.51% 10
2018
Q4
$5.98M Buy
577,091
+74,994
+15% +$777K 4.41% 6
2018
Q3
$7.73M Buy
+502,097
New +$7.73M 2.83% 7