Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-21,432
Closed -$1.85M 313
2019
Q4
$1.85M Sell
21,432
-23,574
-52% -$2.03M 0.51% 27
2019
Q3
$3.88M Sell
45,006
-2,384
-5% -$205K 0.72% 2
2019
Q2
$4.18M Buy
47,390
+6,453
+16% +$569K 0.74% 2
2019
Q1
$2.99M Buy
40,937
+3,361
+9% +$246K 0.52% 44
2018
Q4
$2.24M Buy
37,576
+15,787
+72% +$942K 0.46% 101
2018
Q3
$1.64M Buy
+21,789
New +$1.64M 0.36% 146