Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,771
Closed -$215K 81
2019
Q1
$215K Sell
4,771
-1,312
-22% -$59.1K 0.12% 76
2018
Q4
$256K Sell
6,083
-849
-12% -$35.7K 0.16% 61
2018
Q3
$290K Sell
6,932
-4,427
-39% -$185K 0.19% 62
2018
Q2
$476K Sell
11,359
-3,055
-21% -$128K 0.35% 48
2018
Q1
$616K Sell
14,414
-190
-1% -$8.12K 0.4% 41
2017
Q4
$662K Buy
+14,604
New +$662K 0.38% 42