Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Hold
0
232
2019
Q2
Hold
0
212
2019
Q1
Sell
-8,638
Closed -$124K 199
2018
Q4
$124K Sell
8,638
-1,055
-11% -$15.1K 0.01% 162
2018
Q3
$181K Sell
9,693
-1,290,913
-99% -$24.1M 0.01% 166
2018
Q2
$30M Sell
1,300,606
-179,129
-12% -$4.14M 1.1% 34
2018
Q1
$33.8M Buy
1,479,735
+909,286
+159% +$20.8M 1.68% 21
2017
Q4
$17.9M Buy
570,449
+304,159
+114% +$9.53M 1.42% 31
2017
Q3
$6.68M Buy
+266,290
New +$6.68M 0.82% 46