Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-50,450
Closed -$1.26M 356
2019
Q4
$1.26M Sell
50,450
-232
-0.5% -$5.81K 0.35% 143
2019
Q3
$1.07M Buy
+50,682
New +$1.07M 0.2% 201
2016
Q3
Sell
-1,175
Closed -$40K 107
2016
Q2
$40K Buy
+1,175
New +$40K 0.6% 59