Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-111,060
Closed -$1.51M 464
2019
Q4
$1.51M Sell
111,060
-2,000
-2% -$27.2K 0.71% 41
2019
Q3
$1.34M Buy
113,060
+38,000
+51% +$449K 0.52% 57
2019
Q2
$786K Buy
+75,060
New +$786K 0.28% 123
2018
Q4
Sell
-191,355
Closed -$2.32M 565
2018
Q3
$2.32M Buy
+191,355
New +$2.32M 0.56% 47