Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-4,689
Closed -$151K 726
2019
Q2
$151K Sell
4,689
-11,615
-71% -$374K 0.01% 543
2019
Q1
$550K Sell
16,304
-2,341
-13% -$79K 0.05% 283
2018
Q4
$403K Buy
18,645
+6,238
+50% +$135K 0.06% 249
2018
Q3
$160K Buy
+12,407
New +$160K 0.02% 557