Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$1.87M Buy
+61,586
New +$1.87M 0.1% 259
2017
Q3
Sell
-30,570
Closed -$689K 643
2017
Q2
$689K Sell
30,570
-1,780
-6% -$40.1K 0.02% 429
2017
Q1
$850K Sell
32,350
-11,785
-27% -$310K 0.02% 381
2016
Q4
$1.06M Buy
44,135
+12,440
+39% +$297K 0.03% 354
2016
Q3
$594K Buy
+31,695
New +$594K 0.01% 466