Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-40,785
Closed -$3.21M 70
2019
Q4
$3.21M Sell
40,785
-34,988
-46% -$2.76M 1.59% 14
2019
Q3
$6.03M Buy
75,773
+6,707
+10% +$534K 3.35% 4
2019
Q2
$5.78M Buy
69,066
+1,150
+2% +$96.2K 2.24% 5
2019
Q1
$5.37M Hold
67,916
1.63% 6
2018
Q4
$4.53M Sell
67,916
-6,237
-8% -$416K 1.62% 13
2018
Q3
$5.92M Buy
+74,153
New +$5.92M 1.47% 13