Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-119,174
Closed -$2.23M 586
2019
Q1
$2.23M Buy
119,174
+3,057
+3% +$57.2K 0.1% 207
2018
Q4
$3.1M Sell
116,117
-118,052
-50% -$3.15M 0.15% 176
2018
Q3
$5.4M Buy
234,169
+36,963
+19% +$852K 0.21% 149
2018
Q2
$5.3M Buy
197,206
+34,020
+21% +$915K 0.23% 145
2018
Q1
$3.61M Sell
163,186
-34,431
-17% -$763K 0.16% 179
2017
Q4
$4.69M Buy
+197,617
New +$4.69M 0.25% 127