Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$1.67M Hold
12,950
0.56% 33
2019
Q4
$1.8M Hold
12,950
0.43% 36
2019
Q3
$1.78M Hold
12,950
0.45% 32
2019
Q2
$1.67M Sell
12,950
-6,237
-33% -$803K 0.41% 32
2019
Q1
$2.21M Sell
19,187
-20,175
-51% -$2.32M 0.56% 30
2018
Q4
$3.32M Hold
39,362
0.96% 25
2018
Q3
$3.88M Sell
39,362
-19,354
-33% -$1.91M 0.99% 25
2018
Q2
$5.02M Buy
+58,716
New +$5.02M 1.38% 23