Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-50,362
Closed -$3.37M 140
2019
Q4
$3.37M Buy
50,362
+1,100
+2% +$73.5K 1.09% 31
2019
Q3
$2.98M Sell
49,262
-900
-2% -$54.4K 0.99% 32
2019
Q2
$3.19M Hold
50,162
1.1% 30
2019
Q1
$3.17M Buy
50,162
+1,080
+2% +$68.3K 1.08% 31
2018
Q4
$1.99M Buy
49,082
+1,450
+3% +$58.7K 0.72% 43
2018
Q3
$3.41M Buy
+47,632
New +$3.41M 1.04% 31