Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-27,236
Closed -$1.25M 294
2019
Q4
$1.25M Sell
27,236
-30,107
-53% -$1.38M 0.35% 148
2019
Q3
$2.5M Buy
+57,343
New +$2.5M 0.46% 94
2018
Q4
Sell
-31,341
Closed -$1.58M 310
2018
Q3
$1.58M Buy
+31,341
New +$1.58M 0.34% 162