Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-19,345
Closed -$931K 212
2020
Q1
$931K Hold
19,345
0.39% 42
2019
Q4
$1.51M Sell
19,345
-37,978
-66% -$2.95M 0.41% 77
2019
Q3
$4.12M Sell
57,323
-2,794
-5% -$201K 0.92% 30
2019
Q2
$4.31M Buy
60,117
+55,217
+1,127% +$3.96M 0.9% 30
2019
Q1
$361K Buy
+4,900
New +$361K 0.08% 167