Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-6,348
Closed -$350K 328
2019
Q2
$350K Sell
6,348
-1,451
-19% -$80K 0.02% 241
2019
Q1
$455K Sell
7,799
-691
-8% -$40.3K 0.03% 199
2018
Q4
$440K Buy
+8,490
New +$440K 0.03% 208