Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,730
Closed -$262K 147
2019
Q2
$262K Sell
10,730
-835
-7% -$20.4K 0.26% 82
2019
Q1
$248K Sell
11,565
-89
-0.8% -$1.91K 0.26% 83
2018
Q4
$239K Buy
+11,654
New +$239K 0.29% 79