Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,285
Closed -$211K 140
2019
Q4
$211K Buy
+7,285
New +$211K 0.02% 184
2019
Q3
Sell
-94,674
Closed -$2.33M 237
2019
Q2
$2.33M Buy
+94,674
New +$2.33M 0.2% 110
2018
Q2
Sell
-779,851
Closed -$18M 255
2018
Q1
$18M Buy
+779,851
New +$18M 0.92% 31
2017
Q2
Sell
-175,324
Closed -$3.74M 320
2017
Q1
$3.74M Buy
+175,324
New +$3.74M 0.17% 101
2014
Q4
Sell
-395,110
Closed -$5.29M 196
2014
Q3
$5.29M Buy
+395,110
New +$5.29M 0.16% 90
2013
Q4
Sell
-716,456
Closed -$9.17M 121
2013
Q3
$9.17M Buy
+716,456
New +$9.17M 0.44% 63