Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-4,900
Closed -$452K 24
2018
Q4
$452K Buy
4,900
+1,000
+26% +$92.2K 0.54% 31
2018
Q3
$369K Buy
+3,900
New +$369K 0.61% 25
2018
Q1
Sell
-16,000
Closed -$1.55M 26
2017
Q4
$1.55M Buy
16,000
+12,989
+431% +$1.26M 0.97% 27
2017
Q3
$316K Buy
+3,011
New +$316K 0.32% 49