Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-5,170
Closed -$415K 348
2019
Q1
$415K Sell
5,170
-9,565
-65% -$768K 0.06% 247
2018
Q4
$960K Buy
14,735
+1,315
+10% +$85.7K 0.18% 114
2018
Q3
$988K Buy
+13,420
New +$988K 0.13% 145