Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$2.4M Buy
28,896
+40
+0.1% +$3.33K 2.32% 18
2020
Q2
$1.92M Buy
28,856
+8,440
+41% +$562K 2.05% 19
2020
Q1
$884K Sell
20,416
-732
-3% -$31.7K 0.91% 34
2019
Q4
$1.42M Hold
21,148
1.27% 29
2019
Q3
$1.42M Buy
21,148
+2,908
+16% +$195K 1.4% 26
2019
Q2
$1.08M Sell
18,240
-100
-0.5% -$5.93K 1.03% 32
2019
Q1
$927K Buy
18,340
+1,780
+11% +$90K 0.98% 30
2018
Q4
$695K Buy
+16,560
New +$695K 0.87% 31