Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-62,043
Closed -$1.47M 200
2019
Q3
$1.47M Sell
62,043
-1,021
-2% -$24.2K 0.24% 77
2019
Q2
$1.54M Sell
63,064
-17,821
-22% -$435K 0.25% 79
2019
Q1
$1.74M Buy
80,885
+1,350
+2% +$29K 0.28% 75
2018
Q4
$1.63M Sell
79,535
-152
-0.2% -$3.12K 0.29% 71
2018
Q3
$1.67M Buy
+79,687
New +$1.67M 0.26% 67