Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,394
Closed -$230K 259
2019
Q1
$230K Sell
4,394
-904
-17% -$47.3K 0.03% 224
2018
Q4
$253K Sell
5,298
-2,752
-34% -$131K 0.03% 215
2018
Q3
$404K Buy
+8,050
New +$404K 0.05% 204
2014
Q3
Sell
-4,621
Closed -$309K 173
2014
Q2
$309K Buy
+4,621
New +$309K 0.17% 114
2013
Q3
Sell
-3,490
Closed -$218K 153
2013
Q2
$218K Buy
+3,490
New +$218K 0.16% 128