Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-78,345
Closed -$3.39M 120
2019
Q1
$3.39M Sell
78,345
-3,150
-4% -$136K 1.62% 23
2018
Q4
$3.48M Sell
81,495
-5,600
-6% -$239K 2.98% 12
2018
Q3
$3.77M Sell
87,095
-1,990
-2% -$86.2K 1.62% 26
2018
Q2
$3.84M Sell
89,085
-1,990
-2% -$85.8K 1.86% 21
2018
Q1
$3.68M Buy
91,075
+19,879
+28% +$803K 1.69% 23
2017
Q4
$2.75M Buy
71,196
+61,171
+610% +$2.36M 1.21% 36
2017
Q3
$327K Buy
+10,025
New +$327K 0.16% 85