Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,780
Closed -$619K 254
2020
Q2
$619K Sell
5,780
-5,185
-47% -$555K 0.05% 169
2020
Q1
$1M Sell
10,965
-605
-5% -$55.3K 0.09% 125
2019
Q4
$999K Buy
+11,570
New +$999K 0.07% 153
2019
Q2
Sell
-3,190
Closed -$229K 320
2019
Q1
$229K Buy
+3,190
New +$229K 0.02% 297