Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-129,059
Closed -$2.23M 39
2020
Q1
$2.23M Sell
129,059
-59,448
-32% -$1.03M 0.09% 44
2019
Q4
$5.73M Sell
188,507
-1,019,506
-84% -$31M 0.33% 25
2019
Q3
$36.4M Buy
+1,208,013
New +$36.4M 1.67% 11