Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-42,505
Closed -$1.45M 9
2020
Q1
$1.45M Sell
42,505
-1,925
-4% -$65.9K 0.73% 57
2019
Q4
$2.35M Buy
44,430
+498
+1% +$26.3K 0.83% 60
2019
Q3
$2.3M Buy
43,932
+4,049
+10% +$212K 0.85% 55
2019
Q2
$2.19M Sell
39,883
-5,360
-12% -$294K 0.84% 60
2019
Q1
$2.26M Buy
+45,243
New +$2.26M 0.8% 67