Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-3,289
Closed -$233K 493
2019
Q2
$233K Sell
3,289
-1,611
-33% -$114K 0.19% 340
2019
Q1
$327K Buy
4,900
+1,102
+29% +$73.5K 0.28% 195
2018
Q4
$238K Buy
3,798
+1,325
+54% +$83K 0.16% 245
2018
Q3
$181K Buy
+2,473
New +$181K 0.29% 206