Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-25,500
Closed -$1.63M 315
2019
Q1
$1.63M Buy
25,500
+12,500
+96% +$801K 0.16% 139
2018
Q4
$685K Buy
+13,000
New +$685K 0.07% 214
2018
Q3
Sell
-29,600
Closed -$1.75M 310
2018
Q2
$1.75M Buy
29,600
+14,600
+97% +$861K 0.13% 147
2018
Q1
$981K Sell
15,000
-11,700
-44% -$765K 0.07% 219
2017
Q4
$1.72M Hold
26,700
0.12% 170
2017
Q3
$1.58M Buy
+26,700
New +$1.58M 0.11% 214