Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-13,143
Closed -$1.74M 68
2020
Q3
$1.74M Hold
13,143
0.84% 28
2020
Q2
$1.65M Buy
+13,143
New +$1.65M 1.13% 14
2018
Q1
Sell
-8,300
Closed -$1.06M 31
2017
Q4
$1.06M Hold
8,300
1.02% 22
2017
Q3
$989K Buy
8,300
+100
+1% +$11.9K 0.74% 23
2017
Q2
$861K Buy
+8,200
New +$861K 0.5% 23