Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-33,925
Closed -$1.3M 37
2020
Q1
$1.3M Hold
33,925
0.88% 20
2019
Q4
$1.5M Hold
33,925
0.87% 21
2019
Q3
$1.92M Hold
33,925
1.28% 17
2019
Q2
$2.08M Hold
33,925
1.47% 16
2019
Q1
$2.28M Hold
33,925
2.01% 13
2018
Q4
$1.61M Hold
33,925
1.57% 13
2018
Q3
$1.74M Hold
33,925
1.49% 15
2018
Q2
$1.43M Hold
33,925
1.25% 17
2018
Q1
$952K Hold
33,925
0.84% 21
2017
Q4
$694K Hold
33,925
0.59% 24
2017
Q3
$573K Buy
+33,925
New +$573K 0.51% 26