Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-22,104
Closed -$429K 205
2019
Q1
$429K Sell
22,104
-2,068
-9% -$40.1K 0.54% 70
2018
Q4
$495K Buy
+24,172
New +$495K 0.44% 76
2014
Q4
Hold
0
171
2014
Q3
Hold
0
205
2014
Q2
Hold
0
194
2014
Q1
Hold
0
222