Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-50,580
Closed -$1.47M 487
2019
Q4
$1.47M Buy
50,580
+6,499
+15% +$190K 0.02% 224
2019
Q3
$1.31M Buy
44,081
+20,228
+85% +$601K 0.02% 253
2019
Q2
$800K Buy
+23,853
New +$800K 0.01% 301
2017
Q4
Sell
-33,982
Closed -$1.74M 489
2017
Q3
$1.74M Sell
33,982
-101,000
-75% -$5.17M 0.02% 234
2017
Q2
$6.29M Buy
+134,982
New +$6.29M 0.09% 152