Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-6,368
Closed -$349K 967
2018
Q4
$349K Sell
6,368
-5,087
-44% -$279K 0.02% 703
2018
Q3
$839K Sell
11,455
-108
-0.9% -$7.91K 0.03% 546
2018
Q2
$917K Buy
11,563
+27
+0.2% +$2.14K 0.04% 508
2018
Q1
$918K Buy
11,536
+1,918
+20% +$153K 0.04% 487
2017
Q4
$871K Sell
9,618
-2,375
-20% -$215K 0.03% 477
2017
Q3
$1.11M Sell
11,993
-4,741
-28% -$440K 0.05% 383
2017
Q2
$1.77M Buy
16,734
+10,308
+160% +$1.09M 0.08% 245
2017
Q1
$703K Buy
+6,426
New +$703K 0.03% 502