Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-26,348
Closed -$1.85M 105
2020
Q1
$1.85M Buy
26,348
+3,196
+14% +$225K 1.65% 20
2019
Q4
$1.45M Sell
23,152
-4,803
-17% -$301K 1.44% 25
2019
Q3
$1.75M Buy
27,955
+23,152
+482% +$1.45M 1.64% 21
2019
Q2
$302K Buy
+4,803
New +$302K 0.29% 67