Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,260
Closed -$481K 317
2019
Q1
$481K Sell
1,260
-6,639
-84% -$2.53M 0.05% 144
2018
Q4
$2.55M Sell
7,899
-8,920
-53% -$2.88M 0.28% 83
2018
Q3
$6.26M Buy
16,819
+422
+3% +$157K 0.57% 47
2018
Q2
$5.5K Buy
+16,397
New +$5.5K 0.23% 49
2018
Q1
Sell
-23,237
Closed -$6.85M 113
2017
Q4
$6.85M Buy
+23,237
New +$6.85M 0.01% 41
2015
Q2
Sell
-1,361
Closed -$204K 393
2015
Q1
$204K Buy
+1,361
New +$204K 0.02% 315