Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-32,020
Closed -$632K 244
2018
Q4
$632K Sell
32,020
-16,438
-34% -$324K 0.08% 120
2018
Q3
$1.31M Buy
48,458
+5,831
+14% +$157K 0.14% 88
2018
Q2
$1.02M Buy
42,627
+1,347
+3% +$32.3K 0.11% 102
2018
Q1
$1.19M Buy
+41,280
New +$1.19M 0.13% 100
2014
Q4
Sell
-66,215
Closed -$2.31M 204
2014
Q3
$2.31M Buy
+66,215
New +$2.31M 0.68% 55