Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-38,027
Closed -$783 87
2019
Q2
$783 Buy
38,027
+16,979
+81% +$350 0.06% 30
2019
Q1
$764K Sell
21,048
-14,629
-41% -$531K 0.07% 35
2018
Q4
$921K Sell
35,677
-4,735
-12% -$122K 0.15% 24
2018
Q3
$1.3M Buy
+40,412
New +$1.3M 0.72% 39