Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-60,356
Closed -$6.35M 414
2019
Q4
$6.35M Buy
60,356
+596
+1% +$62.7K 0.24% 131
2019
Q3
$5.27M Sell
59,760
-4,100
-6% -$362K 0.22% 152
2019
Q2
$6.04M Buy
63,860
+450
+0.7% +$42.6K 0.24% 143
2019
Q1
$7.73M Buy
63,410
+250
+0.4% +$30.5K 0.31% 114
2018
Q4
$5.87M Buy
+63,160
New +$5.87M 0.26% 128