Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-123,402
Closed -$637K 77
2020
Q1
$637K Buy
+123,402
New +$637K 0.5% 64
2018
Q1
Sell
-52,600
Closed -$580K 58
2017
Q4
$580K Buy
52,600
+35,600
+209% +$393K 0.29% 60
2017
Q3
$235K Buy
+17,000
New +$235K 0.14% 81