Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-13,652
Closed -$469K 616
2019
Q1
$469K Sell
13,652
-15,013
-52% -$516K 0.04% 160
2018
Q4
$917K Buy
+28,665
New +$917K 0.06% 166
2017
Q1
Hold
0
560
2016
Q4
Hold
0
556
2016
Q3
Hold
0
554