Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,400
Closed -$2.17M 110
2019
Q4
$2.17M Sell
10,400
-4,600
-31% -$958K 0.58% 59
2019
Q3
$2.9M Hold
15,000
0.65% 52
2019
Q2
$2.9M Hold
15,000
0.6% 59
2019
Q1
$2.56M Buy
+15,000
New +$2.56M 0.54% 62
2013
Q4
Sell
-10,000
Closed -$744K 189
2013
Q3
$744K Buy
+10,000
New +$744K 0.15% 147