Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-148,448
Closed -$9.24M 170
2020
Q3
$9.24M Sell
148,448
-99,648
-40% -$6.2M 0.08% 79
2020
Q2
$13.6M Buy
248,096
+52,307
+27% +$2.86M 0.13% 83
2020
Q1
$8.93M Sell
195,789
-210,293
-52% -$9.6M 0.11% 70
2019
Q4
$34.7M Buy
406,082
+183,016
+82% +$15.7M 0.29% 61
2019
Q3
$17.7M Buy
+223,066
New +$17.7M 0.17% 77