Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-18,124
Closed -$983K 54
2020
Q1
$983K Buy
+18,124
New +$983K 1.49% 33
2019
Q3
Sell
-62,254
Closed -$4.02M 37
2019
Q2
$4.02M Buy
62,254
+24,270
+64% +$1.57M 3.36% 11
2019
Q1
$2.39M Buy
+37,984
New +$2.39M 2.37% 21