Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-144,723
Closed -$1.66M 150
2019
Q1
$1.66M Sell
144,723
-5,620
-4% -$64.6K 0.23% 90
2018
Q4
$986K Buy
150,343
+6,100
+4% +$40K 0.15% 98
2018
Q3
$1.81M Buy
+144,243
New +$1.81M 0.25% 93