Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-5,358
Closed -$752K 87
2019
Q3
$752K Hold
5,358
0.34% 60
2019
Q2
$780K Hold
5,358
0.36% 59
2019
Q1
$841K Hold
5,358
0.4% 49
2018
Q4
$868K Hold
5,358
0.47% 34
2018
Q3
$1.07M Sell
5,358
-1,400
-21% -$279K 0.49% 31
2018
Q2
$1.17M Buy
+6,758
New +$1.17M 0.53% 42