Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-26,568
Closed -$1.34M 19
2019
Q1
$1.34M Sell
26,568
-18,160
-41% -$917K 0.85% 17
2018
Q4
$1.88M Buy
+44,728
New +$1.88M 1.69% 13
2017
Q3
Sell
-32,596
Closed -$1.03M 20
2017
Q2
$1.03M Buy
32,596
+7,996
+33% +$252K 0.96% 20
2017
Q1
$778K Sell
24,600
-51,932
-68% -$1.64M 0.61% 18
2016
Q4
$2.21M Buy
+76,532
New +$2.21M 3.63% 9