Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$437K Buy
+65,219
New +$437K 0.05% 164
2017
Q3
Sell
-34,561
Closed -$198K 227
2017
Q2
$198K Sell
34,561
-229,461
-87% -$1.31M 0.02% 241
2017
Q1
$1.56M Hold
264,022
0.2% 92
2016
Q4
$1.6M Sell
264,022
-38,390
-13% -$233K 0.21% 81
2016
Q3
$1.85M Buy
+302,412
New +$1.85M 0.25% 83