Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-54,851
Closed -$1.23M 413
2019
Q4
$1.23M Sell
54,851
-94,996
-63% -$2.12M 0.34% 160
2019
Q3
$3.09M Sell
149,847
-3,414
-2% -$70.5K 0.57% 20
2019
Q2
$2.46M Sell
153,261
-10,550
-6% -$169K 0.44% 122
2019
Q1
$2.8M Buy
+163,811
New +$2.8M 0.49% 79