Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-60,938
Closed -$5.74M 119
2019
Q4
$5.74M Hold
60,938
4.19% 8
2019
Q3
$5.24M Buy
60,938
+635
+1% +$54.6K 3.86% 8
2019
Q2
$4.94M Hold
60,303
3.72% 9
2019
Q1
$4.89M Hold
60,303
3.36% 11
2018
Q4
$4.04M Buy
+60,303
New +$4.04M 3.13% 12