Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$1.21M Sell
11,875
-1,885
-14% -$192K 1.17% 25
2020
Q2
$1.2M Sell
13,760
-3,479
-20% -$304K 1.28% 28
2020
Q1
$1.34M Buy
17,239
+1,569
+10% +$122K 1.38% 25
2019
Q4
$1.48M Hold
15,670
1.32% 28
2019
Q3
$1.3M Buy
15,670
+2,775
+22% +$231K 1.29% 29
2019
Q2
$1.07M Buy
+12,895
New +$1.07M 1.03% 33