Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-7,413
Closed -$557K 308
2019
Q2
$557K Sell
7,413
-17
-0.2% -$1.28K 0.1% 257
2019
Q1
$546K Sell
7,430
-205
-3% -$15.1K 0.09% 273
2018
Q4
$498K Buy
+7,635
New +$498K 0.1% 267
2016
Q3
Sell
-586
Closed -$31K 65
2016
Q2
$31K Buy
+586
New +$31K 0.46% 72