Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Hold
0
191
2020
Q1
Sell
-775,855
Closed -$9.41M 178
2019
Q4
$9.41M Buy
775,855
+122,707
+19% +$1.49M 0.67% 34
2019
Q3
$6.71M Buy
+653,148
New +$6.71M 0.5% 38
2018
Q3
Sell
-42,617
Closed -$1.15M 150
2018
Q2
$1.15M Buy
42,617
+1,035
+2% +$28K 0.06% 152
2018
Q1
$967K Buy
+41,582
New +$967K 0.04% 169