Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-178,635
Closed -$5.97M 12
2019
Q2
$5.97M Sell
178,635
-75,304
-30% -$2.52M 1.87% 11
2019
Q1
$7.42M Sell
253,939
-92,410
-27% -$2.7M 3.12% 8
2018
Q4
$9.59M Buy
+346,349
New +$9.59M 3.05% 9
2017
Q4
Sell
-450,328
Closed -$12.4M 8
2017
Q3
$12.4M Buy
+450,328
New +$12.4M 3.16% 4