Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,882
Closed -$938K 192
2019
Q4
$938K Sell
9,882
-2,522
-20% -$239K 0.29% 66
2019
Q3
$1.08M Buy
12,404
+237
+2% +$20.7K 0.36% 55
2019
Q2
$983K Sell
12,167
-3,299
-21% -$267K 0.34% 58
2019
Q1
$1.23M Buy
15,466
+1,652
+12% +$131K 0.42% 53
2018
Q4
$851K Sell
13,814
-5,406
-28% -$333K 0.4% 57
2018
Q3
$1.61M Buy
+19,220
New +$1.61M 0.5% 48