Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-108,914
Closed -$2.46M 178
2020
Q2
$2.46M Sell
108,914
-56,635
-34% -$1.28M 1.11% 24
2020
Q1
$1.67M Buy
+165,549
New +$1.67M 0.97% 40
2019
Q4
Sell
-144,731
Closed -$1.25M 151
2019
Q3
$1.25M Hold
144,731
0.61% 87
2019
Q2
$1.18M Buy
+144,731
New +$1.18M 0.5% 113