Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$5.39M Buy
26,927
+1,274
+5% +$255K 5.2% 4
2020
Q2
$4.96M Sell
25,653
-2,256
-8% -$436K 5.27% 3
2020
Q1
$4.5M Buy
27,909
+158
+0.6% +$25.5K 4.64% 3
2019
Q4
$5.21M Sell
27,751
-79
-0.3% -$14.8K 4.65% 2
2019
Q3
$4.79M Sell
27,830
-280
-1% -$48.2K 4.75% 3
2019
Q2
$4.88M Buy
28,110
+3,870
+16% +$672K 4.66% 1
2019
Q1
$3.79M Buy
24,240
+155
+0.6% +$24.2K 3.99% 7
2018
Q4
$3.18M Buy
+24,085
New +$3.18M 4% 7