Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-34,684
Closed -$2.65M 74
2020
Q1
$2.65M Buy
+34,684
New +$2.65M 1.23% 25
2017
Q1
Sell
-299,389
Closed -$4.25M 60
2016
Q4
$4.25M Buy
299,389
+127,637
+74% +$1.81M 0.71% 34
2016
Q3
$2.69M Buy
+171,752
New +$2.69M 0.77% 36