Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-13,187
Closed -$1.92M 190
2019
Q3
$1.92M Sell
13,187
-159
-1% -$23.2K 0.72% 45
2019
Q2
$2.19M Buy
13,346
+228
+2% +$37.4K 0.86% 39
2019
Q1
$2.38M Buy
13,118
+1,039
+9% +$189K 1.03% 33
2018
Q4
$1.95M Buy
+12,079
New +$1.95M 0.82% 40