Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-18,096
Closed -$444K 472
2019
Q3
$444K Buy
18,096
+132
+0.7% +$3.24K 0.08% 256
2019
Q2
$449K Sell
17,964
-25,328
-59% -$633K 0.09% 249
2019
Q1
$841K Buy
43,292
+3,823
+10% +$74.3K 0.17% 209
2018
Q4
$713K Buy
39,469
+16,637
+73% +$301K 0.17% 201
2018
Q3
$516K Buy
+22,832
New +$516K 0.12% 213