Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$4.42M Buy
50,437
+503
+1% +$44.1K 4.27% 10
2020
Q2
$4.9M Sell
49,934
-4,529
-8% -$445K 5.22% 4
2020
Q1
$4.15M Buy
54,463
+7,401
+16% +$564K 4.28% 5
2019
Q4
$4.17M Buy
47,062
+1,840
+4% +$163K 3.71% 8
2019
Q3
$3.42M Sell
45,222
-2,538
-5% -$192K 3.39% 9
2019
Q2
$3.47M Sell
47,760
-1,520
-3% -$111K 3.32% 10
2019
Q1
$3.97M Sell
49,280
-1,390
-3% -$112K 4.18% 5
2018
Q4
$4.67M Buy
+50,670
New +$4.67M 5.87% 1