Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-36,341
Closed -$2.07M 160
2020
Q1
$2.07M Buy
+36,341
New +$2.07M 0.16% 81
2019
Q2
Sell
-52,699
Closed -$6.85M 136
2019
Q1
$6.85M Sell
52,699
-39,558
-43% -$5.14M 0.35% 69
2018
Q4
$9.48M Buy
92,257
+8,152
+10% +$837K 0.46% 65
2018
Q3
$10.9M Buy
84,105
+59,925
+248% +$7.75M 0.46% 62
2018
Q2
$2.53M Buy
+24,180
New +$2.53M 0.1% 107