Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-33,024
Closed -$5.32M 10
2020
Q1
$5.32M Buy
33,024
+6,633
+25% +$1.07M 4.86% 7
2019
Q4
$4.96M Hold
26,391
3.96% 7
2019
Q3
$4.54M Sell
26,391
-38,957
-60% -$6.7M 6.04% 8
2019
Q2
$11.3M Sell
65,348
-6,217
-9% -$1.08M 14.38% 3
2019
Q1
$11.2M Buy
+71,565
New +$11.2M 14.93% 2