Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-3,815
Closed -$252K 538
2018
Q4
$252K Buy
3,815
+1,678
+79% +$111K 0.17% 190
2018
Q3
$189K Sell
2,137
-145
-6% -$12.8K 0.3% 64
2018
Q2
$174K Sell
2,282
-508
-18% -$38.7K 0.29% 185
2018
Q1
$194K Buy
+2,790
New +$194K 0.25% 55