Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,120
Closed -$1.75M 32
2020
Q3
$1.75M Buy
11,120
+6,980
+169% +$1.1M 1.51% 13
2020
Q2
$571K Buy
+4,140
New +$571K 2.18% 22
2016
Q1
Sell
-19,160
Closed -$648K 24
2015
Q4
$648K Buy
+19,160
New +$648K 8.27% 4