Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-23,478
Closed -$1.82M 229
2020
Q2
$1.82M Sell
23,478
-23,675
-50% -$1.84M 0.12% 90
2020
Q1
$3.52M Buy
+47,153
New +$3.52M 0.27% 64
2019
Q4
Sell
-67,200
Closed -$5.87M 206
2019
Q3
$5.87M Buy
67,200
+19,231
+40% +$1.68M 0.23% 88
2019
Q2
$4.15M Buy
+47,969
New +$4.15M 0.16% 89