Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-13,135
Closed -$664K 361
2020
Q1
$664K Buy
+13,135
New +$664K 0.3% 170
2019
Q2
Sell
-33,612
Closed -$2.92M 361
2019
Q1
$2.92M Buy
33,612
+2,854
+9% +$248K 0.51% 58
2018
Q4
$2.38M Buy
+30,758
New +$2.38M 0.49% 63