Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,577
Closed -$140K 441
2019
Q3
$140K Sell
3,577
-4,736
-57% -$185K 0.09% 370
2019
Q2
$342K Sell
8,313
-587
-7% -$24.1K 0.28% 225
2019
Q1
$332K Buy
8,900
+1,218
+16% +$45.4K 0.29% 135
2018
Q4
$260K Buy
+7,682
New +$260K 0.18% 97