Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$374K Sell
3,716
-6,176
-62% -$622K 0.18% 253
2020
Q1
$875K Buy
+9,892
New +$875K 0.4% 76
2019
Q4
Sell
-14,723
Closed -$1.21M 328
2019
Q3
$1.21M Buy
+14,723
New +$1.21M 0.22% 188
2017
Q2
Sell
-9,013
Closed -$798K 174
2017
Q1
$798K Buy
+9,013
New +$798K 0.17% 117