Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,352
Closed -$225K 210
2019
Q3
$225K Sell
3,352
-580
-15% -$38.9K 0.01% 135
2019
Q2
$233K Sell
3,932
-9,952
-72% -$590K 0.01% 210
2019
Q1
$702K Buy
+13,884
New +$702K 0.23% 75
2018
Q2
Sell
-9,776
Closed -$417K 233
2018
Q1
$417K Sell
9,776
-3,256
-25% -$139K 0.04% 60
2017
Q4
$508K Buy
+13,032
New +$508K 0.07% 56