Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-6,888
Closed -$395K 1464
2019
Q3
$395K Sell
6,888
-13,503
-66% -$774K 0.02% 945
2019
Q2
$1.39M Buy
20,391
+11,591
+132% +$791K 0.08% 338
2019
Q1
$618K Buy
+8,800
New +$618K 0.04% 667
2018
Q2
Sell
-32,385
Closed -$2.1M 1543
2018
Q1
$2.1M Buy
32,385
+7,409
+30% +$480K 0.08% 362
2017
Q4
$1.51M Buy
+24,976
New +$1.51M 0.07% 469
2017
Q1
Sell
-10,755
Closed -$482K 1507
2016
Q4
$482K Buy
+10,755
New +$482K 0.03% 762