Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$5.66M Sell
242,027
-55,304
-19% -$1.29M 1.29% 21
2020
Q3
$4.51M Sell
297,331
-75,201
-20% -$1.14M 1.25% 23
2020
Q2
$5.45M Sell
372,532
-192,342
-34% -$2.81M 1.58% 11
2020
Q1
$4.79M Sell
564,874
-26,112
-4% -$221K 1.5% 17
2019
Q4
$9.23M Buy
590,986
+232,540
+65% +$3.63M 1.71% 14
2019
Q3
$4.81M Buy
+358,446
New +$4.81M 0.89% 47