Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-191,264
Closed -$5.39M 15
2020
Q3
$5.39M Sell
191,264
-138,771
-42% -$3.91M 0.79% 9
2020
Q2
$7.13M Hold
330,035
1.27% 8
2020
Q1
$4.54M Hold
330,035
1.05% 9
2019
Q4
$9.03M Hold
330,035
2.17% 7
2019
Q3
$9.96M Sell
330,035
-25,981
-7% -$784K 2.93% 8
2019
Q2
$12.2M Buy
+356,016
New +$12.2M 2.72% 8