Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-6,910
Closed -$1M 52
2019
Q2
$1M Sell
6,910
-646
-9% -$93.7K 0.83% 23
2019
Q1
$1.31M Sell
7,556
-40
-0.5% -$6.95K 1.11% 20
2018
Q4
$1.21M Buy
+7,596
New +$1.21M 1.2% 21