Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-60,698
Closed -$2.24M 43
2018
Q4
$2.24M Buy
60,698
+450
+0.7% +$16.6K 2.18% 10
2018
Q3
$2.66M Buy
60,248
+28
+0% +$1.24K 0.57% 10
2018
Q2
$2.2M Buy
60,220
+8,547
+17% +$313K 0.78% 14
2018
Q1
$2.26M Buy
51,673
+3,568
+7% +$156K 1.85% 12
2017
Q4
$1.91M Buy
+48,105
New +$1.91M 1.61% 14
2014
Q1
Sell
-2,146
Closed -$37K 596
2013
Q4
$37K Buy
2,146
+631
+42% +$10.9K 0.03% 194
2013
Q3
$26K Hold
1,515
0.02% 220
2013
Q2
$28K Buy
+1,515
New +$28K 0.04% 156