Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$46K Sell
1,231
-8,385
-87% -$313K 0.04% 81
2019
Q3
$365K Sell
9,616
-13,174
-58% -$500K 0.34% 49
2019
Q2
$935K Sell
22,790
-30,333
-57% -$1.24M 0.91% 24
2019
Q1
$2.28M Sell
53,123
-19,232
-27% -$827K 2.28% 17
2018
Q4
$2.66M Sell
72,355
-12,817
-15% -$471K 5.6% 7
2018
Q3
$3.75M Sell
85,172
-6,930
-8% -$305K 2.53% 17
2018
Q2
$3.96M Buy
92,102
+58,679
+176% +$2.52M 3.28% 7
2018
Q1
$1.26M Buy
33,423
+19,357
+138% +$729K 1.17% 26
2017
Q4
$541K Buy
+14,066
New +$541K 0.46% 43