Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-82,911
Closed -$1.02M 661
2018
Q4
$1.02M Sell
82,911
-6,763
-8% -$83.3K 0.03% 411
2018
Q3
$1.87M Buy
89,674
+3,385
+4% +$70.6K 0.06% 358
2018
Q2
$1.8M Buy
86,289
+8,787
+11% +$183K 0.06% 406
2018
Q1
$1.97M Buy
77,502
+21,685
+39% +$550K 0.06% 395
2017
Q4
$1.26M Buy
55,817
+21,477
+63% +$485K 0.05% 333
2017
Q3
$776K Buy
34,340
+15,572
+83% +$352K 0.03% 369
2017
Q2
$430K Buy
+18,768
New +$430K 0.02% 392