Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-62,731
Closed -$7.93M 11
2019
Q4
$7.93M Buy
62,731
+2,113
+3% +$267K 1.24% 11
2019
Q3
$6.23M Sell
60,618
-6,182
-9% -$635K 2.05% 8
2019
Q2
$7.84M Hold
66,800
1.79% 10
2019
Q1
$11M Buy
66,800
+15,550
+30% +$2.56M 2.11% 10
2018
Q4
$8.13M Buy
+51,250
New +$8.13M 1.65% 11