Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-35,338
Closed -$1.23M 235
2019
Q4
$1.23M Sell
35,338
-76,884
-69% -$2.68M 0.06% 124
2019
Q3
$3.9M Buy
+112,222
New +$3.9M 0.2% 65