Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-24,875
Closed -$261K 303
2019
Q3
$261K Sell
24,875
-350
-1% -$3.67K 0.08% 235
2019
Q2
$338K Hold
25,225
0.1% 210
2019
Q1
$290K Buy
25,225
+1,150
+5% +$13.2K 0.09% 227
2018
Q4
$158K Buy
+24,075
New +$158K 0.06% 254