Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,150
Closed -$221K 230
2019
Q3
$221K Sell
4,150
-1,635
-28% -$87.1K 0.03% 205
2019
Q2
$289K Sell
5,785
-10,809
-65% -$540K 0.04% 215
2019
Q1
$867K Buy
16,594
+67
+0.4% +$3.5K 0.12% 151
2018
Q4
$789K Sell
16,527
-1,008
-6% -$48.1K 0.13% 143
2018
Q3
$880K Buy
+17,535
New +$880K 0.13% 144