Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-63,290
Closed -$535K 204
2019
Q1
$535K Sell
63,290
-56,885
-47% -$481K 0.21% 119
2018
Q4
$1.16M Sell
120,175
-9,100
-7% -$87.8K 0.54% 66
2018
Q3
$1.57M Buy
+129,275
New +$1.57M 0.61% 53