Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-21,696
Closed -$1.4M 382
2019
Q4
$1.4M Sell
21,696
-21,764
-50% -$1.41M 0.39% 83
2019
Q3
$2.5M Sell
43,460
-992
-2% -$57K 0.46% 96
2019
Q2
$2.7M Buy
+44,452
New +$2.7M 0.48% 77
2018
Q4
Sell
-27,732
Closed -$1.63M 400
2018
Q3
$1.63M Buy
+27,732
New +$1.63M 0.35% 147
2017
Q4
Sell
-55,083
Closed -$2.42M 296
2017
Q3
$2.42M Buy
+55,083
New +$2.42M 0.46% 69
2016
Q1
Sell
-2,093
Closed -$40K 138
2015
Q4
$40K Buy
+2,093
New +$40K 0.33% 71