Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-56,457
Closed -$1.24M 533
2019
Q2
$1.24M Sell
56,457
-964
-2% -$21.1K 0.26% 112
2019
Q1
$1.33M Sell
57,421
-9,804
-15% -$227K 0.28% 108
2018
Q4
$1.35M Buy
+67,225
New +$1.35M 0.32% 99