Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-7,499
Closed -$323K 517
2019
Q2
$323K Buy
7,499
+1,831
+32% +$78.9K 0.26% 296
2019
Q1
$336K Buy
+5,668
New +$336K 0.29% 102
2018
Q4
Sell
-2,501
Closed -$174K 562
2018
Q3
$174K Buy
2,501
+423
+20% +$29.4K 0.28% 268
2018
Q2
$176K Buy
2,078
+260
+14% +$22K 0.29% 142
2018
Q1
$190K Buy
+1,818
New +$190K 0.24% 118