Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-34,224
Closed -$1.17M 316
2019
Q4
$1.17M Sell
34,224
-37,850
-53% -$1.29M 0.32% 191
2019
Q3
$2.25M Buy
+72,074
New +$2.25M 0.42% 136
2018
Q4
Sell
-75,158
Closed -$1.81M 336
2018
Q3
$1.81M Buy
75,158
+338
+0.5% +$8.14K 0.39% 95
2018
Q2
$1.64M Buy
+74,820
New +$1.64M 0.37% 127
2017
Q4
Sell
-115,583
Closed -$1.83M 258
2017
Q3
$1.83M Buy
+115,583
New +$1.83M 0.35% 157