Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-22,351
Closed -$1.18M 144
2019
Q1
$1.18M Sell
22,351
-4,932
-18% -$261K 0.52% 104
2018
Q4
$1.19M Buy
27,283
+6,827
+33% +$299K 0.65% 78
2018
Q3
$894K Sell
20,456
-3,479
-15% -$152K 0.36% 143
2018
Q2
$827K Sell
23,935
-8,925
-27% -$308K 0.4% 141
2018
Q1
$979K Sell
32,860
-4,901
-13% -$146K 0.51% 107
2017
Q4
$939K Buy
+37,761
New +$939K 0.48% 99