Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-37,342
Closed -$1.78M 106
2019
Q3
$1.78M Buy
+37,342
New +$1.78M 0.66% 33
2019
Q1
Sell
-30,607
Closed -$1.49M 102
2018
Q4
$1.49M Hold
30,607
0.75% 32
2018
Q3
$1.49M Buy
30,607
+2,188
+8% +$106K 0.74% 37
2018
Q2
$1.56M Buy
28,419
+1,527
+6% +$83.6K 0.88% 30
2018
Q1
$1.23M Buy
+26,892
New +$1.23M 0.82% 36