Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-3,312
Closed -$577K 402
2018
Q4
$577K Buy
3,312
+395
+14% +$68.8K 0.37% 46
2018
Q3
$529K Sell
2,917
-344
-11% -$62.4K 0.3% 52
2018
Q2
$550K Buy
3,261
+29
+0.9% +$4.89K 0.32% 46
2018
Q1
$483K Buy
3,232
+982
+44% +$147K 0.28% 61
2017
Q4
$349K Buy
+2,250
New +$349K 0.21% 79