Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-7,615
Closed -$418K 365
2018
Q4
$418K Sell
7,615
-17,682
-70% -$971K 0.02% 194
2018
Q3
$1.67M Sell
25,297
-1,673
-6% -$110K 0.08% 84
2018
Q2
$2M Hold
26,970
0.13% 70
2018
Q1
$2.13M Hold
26,970
0.14% 68
2017
Q4
$2.11M Sell
26,970
-3,385
-11% -$264K 0.13% 67
2017
Q3
$2.11M Buy
30,355
+14,919
+97% +$1.04M 0.16% 67
2017
Q2
$966K Buy
+15,436
New +$966K 0.08% 110