Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-96,456
Closed -$1.95M 209
2018
Q4
$1.95M Sell
96,456
-3,085
-3% -$62.3K 0.9% 34
2018
Q3
$2.14M Sell
99,541
-26,810
-21% -$575K 0.84% 42
2018
Q2
$2.91M Buy
126,351
+47,010
+59% +$1.08M 1.11% 25
2018
Q1
$1.85M Buy
+79,341
New +$1.85M 0.99% 36