Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$501K Buy
14,398
+6,850
+91% +$238K 0.3% 40
2020
Q2
$234K Hold
7,548
0.14% 71
2020
Q1
$257K Sell
7,548
-1,091
-13% -$37.1K 0.18% 63
2019
Q4
$321K Buy
+8,639
New +$321K 0.19% 63