Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-53,090
Closed -$1.21M 255
2019
Q3
$1.21M Hold
53,090
0.32% 153
2019
Q2
$1.09M Sell
53,090
-87,294
-62% -$1.79M 0.27% 176
2019
Q1
$2.58M Sell
140,384
-23,695
-14% -$435K 0.63% 39
2018
Q4
$2.66M Buy
+164,079
New +$2.66M 0.72% 25
2018
Q2
Sell
-82,825
Closed -$1.28M 304
2018
Q1
$1.28M Buy
+82,825
New +$1.28M 0.21% 174
2015
Q2
Sell
-124,948
Closed -$1.42M 333
2015
Q1
$1.42M Sell
124,948
-20,170
-14% -$230K 0.16% 235
2014
Q4
$1.5M Buy
+145,118
New +$1.5M 0.21% 222