Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-13,966
Closed -$1.08M 116
2019
Q4
$1.08M Sell
13,966
-5,299
-28% -$409K 0.29% 100
2019
Q3
$1.46M Sell
19,265
-195
-1% -$14.8K 0.48% 71
2019
Q2
$1.51M Buy
19,460
+1,075
+6% +$83.4K 0.49% 71
2019
Q1
$1.28M Buy
18,385
+5,290
+40% +$368K 0.45% 84
2018
Q4
$729K Buy
+13,095
New +$729K 0.29% 91