Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$1.05M Sell
13,751
-7,790
-36% -$594K 3.02% 15
2019
Q4
$1.91M Sell
21,541
-1,315
-6% -$116K 2.43% 26
2019
Q3
$1.73M Buy
+22,856
New +$1.73M 2.01% 29
2018
Q2
Sell
-25,947
Closed -$2.46M 95
2018
Q1
$2.46M Buy
25,947
+3
+0% +$284 2.13% 24
2017
Q4
$2.51M Buy
+25,944
New +$2.51M 2.17% 26