Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,128
Closed -$610K 531
2019
Q3
$610K Sell
3,128
-8,107
-72% -$1.58M 0.02% 245
2019
Q2
$2.07M Buy
11,235
+6,535
+139% +$1.2M 0.07% 128
2019
Q1
$893K Buy
+4,700
New +$893K 0.04% 186
2018
Q4
Sell
-12,487
Closed -$2.59M 574
2018
Q3
$2.59M Sell
12,487
-1,097
-8% -$227K 0.1% 110
2018
Q2
$2.66K Buy
+13,584
New +$2.66K 0.19% 71