Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-10,589
Closed -$932K 23
2019
Q3
$932K Buy
10,589
+1,789
+20% +$157K 2.65% 9
2019
Q2
$764K Buy
+8,800
New +$764K 3.61% 17
2018
Q3
Sell
-9,294
Closed -$677K 216
2018
Q2
$677K Buy
+9,294
New +$677K 0.57% 17
2017
Q4
Sell
-5,143
Closed -$390K 377
2017
Q3
$390K Buy
+5,143
New +$390K 0.35% 104
2017
Q2
Sell
-222
Closed -$13K 734
2017
Q1
$13K Sell
222
-5,309
-96% -$311K 0.01% 666
2016
Q4
$356K Buy
+5,531
New +$356K 0.24% 151