Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-47,665
Closed -$608K 190
2020
Q1
$608K Buy
47,665
+7,607
+19% +$97K 0.26% 62
2019
Q4
$1.18M Buy
40,058
+15,474
+63% +$457K 0.32% 89
2019
Q3
$873K Hold
24,584
0.2% 126
2019
Q2
$951K Hold
24,584
0.2% 123
2019
Q1
$884K Buy
24,584
+9,645
+65% +$347K 0.19% 130
2018
Q4
$454K Buy
+14,939
New +$454K 0.1% 158