Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-135,096
Closed -$1.25M 29
2019
Q3
$1.25M Sell
135,096
-1,904
-1% -$17.6K 0.53% 23
2019
Q2
$2.5M Hold
137,000
1.78% 13
2019
Q1
$1.92M Hold
137,000
0.92% 16
2018
Q4
$1.83M Hold
137,000
1.67% 13
2018
Q3
$2.12M Hold
137,000
1.74% 16
2018
Q2
$1.86M Buy
+137,000
New +$1.86M 1.18% 21