Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,766
Closed -$286K 364
2018
Q4
$286K Sell
1,766
-1,262
-42% -$204K 0.12% 224
2018
Q3
$604K Sell
3,028
-7,202
-70% -$1.44M 0.48% 72
2018
Q2
$1.76M Sell
10,230
-3,000
-23% -$517K 0.48% 62
2018
Q1
$1.91M Buy
+13,230
New +$1.91M 0.27% 138