Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-24,345
Closed -$2.14M 104
2019
Q3
$2.14M Buy
24,345
+6,129
+34% +$537K 0.19% 107
2019
Q2
$1.51M Buy
+18,216
New +$1.51M 0.1% 183
2019
Q1
Sell
-7,956
Closed -$510K 869
2018
Q4
$510K Buy
+7,956
New +$510K 0.01% 359
2015
Q3
Sell
-1,614
Closed -$73.6K 176
2015
Q2
$73.6K Buy
+1,614
New +$73.6K 0.03% 219
2015
Q1
Sell
-180,069
Closed -$8.91M 35
2014
Q4
$8.91M Buy
+180,069
New +$8.91M 1.77% 23