Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-5,268
Closed -$323K 914
2019
Q2
$323K Sell
5,268
-2,434
-32% -$149K 0.03% 297
2019
Q1
$518K Sell
7,702
-350
-4% -$23.5K 0.12% 198
2018
Q4
$383K Buy
8,052
+862
+12% +$41K 0.09% 249
2018
Q3
$369K Buy
+7,190
New +$369K 0.07% 325
2017
Q1
Sell
-15,620
Closed -$184K 835
2016
Q4
$184K Buy
+15,620
New +$184K 0.03% 602