Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-69,107
Closed -$3.64M 281
2019
Q4
$3.64M Buy
69,107
+80
+0.1% +$4.22K 0.34% 89
2019
Q3
$3.22M Buy
69,027
+8,133
+13% +$380K 0.33% 93
2019
Q2
$2.91M Sell
60,894
-43,835
-42% -$2.09M 0.39% 77
2019
Q1
$4.76M Buy
104,729
+65,745
+169% +$2.99M 0.64% 35
2018
Q4
$1.49M Buy
+38,984
New +$1.49M 0.11% 121