Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-5,621
Closed -$207K 119
2018
Q4
$207K Sell
5,621
-85
-1% -$3.13K 0.01% 113
2018
Q3
$251K Sell
5,706
-82
-1% -$3.61K 0.01% 113
2018
Q2
$249K Sell
5,788
-75
-1% -$3.23K 0.01% 111
2018
Q1
$221K Buy
5,863
+184
+3% +$6.94K 0.01% 111
2017
Q4
$218K Buy
+5,679
New +$218K 0.01% 113