Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,543
Closed -$289K 355
2019
Q2
$289K Sell
10,543
-1,784
-14% -$48.9K 0.07% 293
2019
Q1
$249K Sell
12,327
-3,214
-21% -$64.9K 0.06% 337
2018
Q4
$308K Buy
15,541
+4,718
+44% +$93.5K 0.09% 261
2018
Q3
$309K Buy
10,823
+530
+5% +$15.1K 0.08% 288
2018
Q2
$227K Buy
+10,293
New +$227K 0.06% 336