Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-9,797
Closed -$490K 310
2019
Q1
$490K Buy
+9,797
New +$490K 0.09% 282
2018
Q3
Sell
-33,137
Closed -$1.43M 322
2018
Q2
$1.43M Buy
+33,137
New +$1.43M 0.32% 193
2017
Q4
Sell
-20,972
Closed -$853K 231
2017
Q3
$853K Sell
20,972
-32,376
-61% -$1.32M 0.16% 207
2017
Q2
$2.07M Buy
+53,348
New +$2.07M 0.35% 83