Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,438
Closed -$652K 38
2019
Q3
$652K Buy
+2,438
New +$652K 0.26% 4
2019
Q2
Sell
-1,224
Closed -$436K 53
2019
Q1
$436K Sell
1,224
-2,535
-67% -$903K 0.18% 8
2018
Q4
$1.01M Buy
3,759
+2,698
+254% +$722K 0.26% 10
2018
Q3
$397K Buy
1,061
+419
+65% +$157K 0.13% 12
2018
Q2
$251K Buy
+642
New +$251K 0.12% 16
2018
Q1
Hold
0
46
2017
Q4
Hold
0
49
2017
Q3
Hold
0
40
2017
Q1
Hold
0
66
2016
Q4
Hold
0
75