Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-51,303
Closed -$4.31M 242
2020
Q1
$4.31M Sell
51,303
-4,526
-8% -$380K 1.31% 19
2019
Q4
$6.44M Sell
55,829
-783
-1% -$90.3K 1.52% 9
2019
Q3
$5.64M Buy
56,612
+456
+0.8% +$45.4K 1.39% 12
2019
Q2
$5.63M Buy
56,156
+8
+0% +$802 1.35% 13
2019
Q1
$5.27M Sell
56,148
-444
-0.8% -$41.7K 1.28% 15
2018
Q4
$4.02M Buy
+56,592
New +$4.02M 1.11% 29