Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,554
Closed -$216K 77
2019
Q3
$216K Sell
1,554
-926
-37% -$129K 0.12% 69
2019
Q2
$327K Sell
2,480
-1,230
-33% -$162K 0.18% 63
2019
Q1
$501K Sell
3,710
-43
-1% -$5.8K 0.31% 60
2018
Q4
$408K Buy
3,753
+915
+32% +$99.5K 0.3% 62
2018
Q3
$410K Buy
+2,838
New +$410K 0.31% 60