Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$1.27M Buy
5,794
+972
+20% +$213K 0.6% 12
2020
Q1
$835K Buy
+4,822
New +$835K 0.38% 91
2019
Q2
Sell
-12,730
Closed -$2.04M 327
2019
Q1
$2.04M Buy
+12,730
New +$2.04M 0.35% 154
2017
Q2
Sell
-5,819
Closed -$785K 172
2017
Q1
$785K Buy
+5,819
New +$785K 0.17% 123