Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-12,838
Closed -$263K 568
2019
Q1
$263K Sell
12,838
-5,400
-30% -$111K 0.02% 443
2018
Q4
$369K Sell
18,238
-9,018
-33% -$182K 0.02% 374
2018
Q3
$679K Sell
27,256
-5,800
-18% -$144K 0.04% 278
2018
Q2
$878K Hold
33,056
0.05% 237
2018
Q1
$985K Sell
33,056
-21,465
-39% -$640K 0.06% 217
2017
Q4
$1.33M Buy
+54,521
New +$1.33M 0.08% 209
2016
Q1
Sell
-88,121
Closed -$1.52M 287
2015
Q4
$1.52M Buy
+88,121
New +$1.52M 0.67% 43