Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,466
Closed -$234K 83
2019
Q1
$234K Sell
4,466
-1,328
-23% -$69.6K 0.13% 69
2018
Q4
$280K Sell
5,794
-684
-11% -$33.1K 0.17% 55
2018
Q3
$322K Sell
6,478
-4,111
-39% -$204K 0.21% 51
2018
Q2
$534K Sell
10,589
-848
-7% -$42.8K 0.4% 39
2018
Q1
$558K Sell
11,437
-220
-2% -$10.7K 0.36% 45
2017
Q4
$552K Buy
+11,657
New +$552K 0.32% 51