Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-136,467
Closed -$5.07M 61
2019
Q4
$5.07M Sell
136,467
-27,377
-17% -$1.02M 1.2% 25
2019
Q3
$5.59M Buy
+163,844
New +$5.59M 1.41% 22
2018
Q3
Sell
-128,083
Closed -$4.41M 79
2018
Q2
$4.41M Buy
+128,083
New +$4.41M 1.21% 26