Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-8,299
Closed -$2.13M 64
2020
Q2
$2.13M Buy
8,299
+769
+10% +$197K 0.77% 24
2020
Q1
$759K Sell
7,530
-341
-4% -$34.4K 0.34% 40
2019
Q4
$963K Sell
7,871
-198
-2% -$24.2K 0.34% 42
2019
Q3
$942K Sell
8,069
-374
-4% -$43.7K 0.39% 40
2019
Q2
$1.21M Buy
+8,443
New +$1.21M 0.49% 34