Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-10,301
Closed -$429K 489
2019
Q3
$429K Buy
10,301
+1,286
+14% +$53.6K 0.28% 239
2019
Q2
$354K Buy
+9,015
New +$354K 0.29% 100
2019
Q1
Sell
-8,454
Closed -$247K 504
2018
Q4
$247K Buy
8,454
+3,522
+71% +$103K 0.17% 218
2018
Q3
$181K Buy
4,932
+114
+2% +$4.18K 0.29% 203
2018
Q2
$180K Buy
4,818
+975
+25% +$36.4K 0.3% 68
2018
Q1
$155K Buy
+3,843
New +$155K 0.2% 292