Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-145,720
Closed -$6.69M 49
2019
Q4
$6.69M Buy
145,720
+67
+0% +$3.08K 1.85% 25
2019
Q3
$4.34M Buy
145,653
+395
+0.3% +$11.8K 1.33% 27
2019
Q2
$6.74M Buy
145,258
+265
+0.2% +$12.3K 2.15% 23
2019
Q1
$5.04M Buy
144,993
+37,888
+35% +$1.32M 1.73% 24
2018
Q4
$3.38M Buy
+107,105
New +$3.38M 1.26% 29