Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-72,768
Closed -$1.74M 334
2019
Q4
$1.74M Sell
72,768
-80,329
-52% -$1.92M 0.48% 34
2019
Q3
$2.7M Buy
+153,097
New +$2.7M 0.5% 57