Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-37,188
Closed -$5.56M 13
2019
Q3
$5.56M Sell
37,188
-5,326
-13% -$796K 7.39% 6
2019
Q2
$6.84M Sell
42,514
-8,491
-17% -$1.37M 8.67% 5
2019
Q1
$7.34M Buy
51,005
+11,183
+28% +$1.61M 9.8% 5
2018
Q4
$4.63M Buy
+39,822
New +$4.63M 6.34% 6