Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14,675
Closed -$2.22M 33
2019
Q4
$2.22M Sell
14,675
-5,466
-27% -$827K 0.67% 19
2019
Q3
$2.93M Buy
20,141
+8,609
+75% +$1.25M 0.56% 16
2019
Q2
$1.89M Buy
11,532
+8,837
+328% +$1.45M 0.27% 32
2019
Q1
$489K Buy
+2,695
New +$489K 0.15% 50
2018
Q3
Hold
0
226
2018
Q2
Sell
-19,577
Closed -$4.7M 211
2018
Q1
$4.7M Buy
+19,577
New +$4.7M 0.72% 25