Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,391
Closed -$461K 383
2019
Q2
$461K Sell
2,391
-3,001
-56% -$579K 0.06% 190
2019
Q1
$920K Buy
5,392
+3,280
+155% +$560K 0.13% 71
2018
Q4
$307K Buy
+2,112
New +$307K 0.05% 169
2018
Q3
Sell
-3,470
Closed -$476K 354
2018
Q2
$476K Buy
3,470
+279
+9% +$38.3K 0.02% 211
2018
Q1
$448K Sell
3,191
-7,625
-70% -$1.07M 0.02% 228
2017
Q4
$1.45M Buy
+10,816
New +$1.45M 0.07% 116