Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-158,224
Closed -$9.47M 146
2020
Q2
$9.47M Buy
158,224
+34,091
+27% +$2.04M 0.89% 38
2020
Q1
$6.72M Buy
+124,133
New +$6.72M 0.77% 43
2015
Q1
Sell
-60,455
Closed -$2.19M 134
2014
Q4
$2.19M Buy
60,455
+27,170
+82% +$986K 0.45% 53
2014
Q3
$1.16M Buy
+33,285
New +$1.16M 0.27% 68