Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-160,587
Closed -$5.69M 509
2020
Q2
$5.69M Sell
160,587
-2,705
-2% -$95.8K 0.37% 43
2020
Q1
$3.57M Buy
163,292
+9,135
+6% +$199K 0.31% 66
2019
Q4
$3.33M Buy
+154,157
New +$3.33M 0.27% 99