Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-11,327
Closed -$414K 194
2020
Q2
$414K Buy
+11,327
New +$414K 0.62% 42
2020
Q1
Sell
-43,227
Closed -$2.2M 607
2019
Q4
$2.2M Buy
+43,227
New +$2.2M 0.11% 261
2018
Q1
Sell
-50,799
Closed -$2.57M 1661
2017
Q4
$2.57M Buy
+50,799
New +$2.57M 0.11% 288
2017
Q3
Sell
-82,017
Closed -$4.02M 1528
2017
Q2
$4.02M Sell
82,017
-28,835
-26% -$1.41M 0.21% 102
2017
Q1
$5.22M Buy
110,852
+82,467
+291% +$3.88M 0.24% 90
2016
Q4
$1.36M Buy
+28,385
New +$1.36M 0.08% 388