Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$7.67M Buy
+231,983
New +$7.67M 0.55% 60
2020
Q2
Sell
-212,731
Closed -$5.01M 253
2020
Q1
$5.01M Buy
+212,731
New +$5.01M 0.71% 47
2017
Q3
Sell
-82,113
Closed -$3.8M 216
2017
Q2
$3.8M Hold
82,113
0.3% 99
2017
Q1
$3.66M Buy
+82,113
New +$3.66M 0.36% 71
2016
Q4
Sell
-74,344
Closed -$2.7M 181
2016
Q3
$2.7M Buy
+74,344
New +$2.7M 0.22% 112