Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-25,438
Closed -$2.62M 28
2019
Q1
$2.62M Sell
25,438
-107
-0.4% -$11K 0.3% 48
2018
Q4
$3.06M Buy
25,545
+3,238
+15% +$388K 0.41% 35
2018
Q3
$2.92M Buy
+22,307
New +$2.92M 0.28% 50
2014
Q4
Sell
-15,680
Closed -$1.25M 66
2014
Q3
$1.25M Buy
15,680
+9,213
+142% +$733K 0.05% 57
2014
Q2
$602K Buy
+6,467
New +$602K 0.02% 68