Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-45,633
Closed -$1.12M 311
2020
Q1
$1.12M Buy
+45,633
New +$1.12M 0.18% 133
2019
Q4
Sell
-33,070
Closed -$1.17M 344
2019
Q3
$1.17M Buy
+33,070
New +$1.17M 0.16% 127
2018
Q2
Sell
-26,923
Closed -$768K 433
2018
Q1
$768K Sell
26,923
-16,701
-38% -$476K 0.09% 252
2017
Q4
$1.15M Buy
+43,624
New +$1.15M 0.15% 147