Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-117,897
Closed -$4.44M 20
2020
Q1
$4.44M Buy
+117,897
New +$4.44M 6.51% 4
2018
Q1
Sell
-11
Closed -$2K 210
2017
Q4
$2K Sell
11
-1,282
-99% -$233K ﹤0.01% 140
2017
Q3
$163K Sell
1,293
-2,307
-64% -$291K 0.02% 62
2017
Q2
$412K Buy
3,600
+2,100
+140% +$240K 0.05% 74
2017
Q1
$155K Buy
+1,500
New +$155K 0.03% 59