Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-37,675
Closed -$7.54M 140
2020
Q2
$7.54M Sell
37,675
-23,970
-39% -$4.8M 0.74% 54
2020
Q1
$7.54M Sell
61,645
-2,545
-4% -$311K 0.75% 39
2019
Q4
$7.41M Buy
+64,190
New +$7.41M 0.63% 56