Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-17,065
Closed -$627K 150
2018
Q4
$627K Sell
17,065
-3,269
-16% -$120K 0.05% 97
2018
Q3
$895K Buy
20,334
+649
+3% +$28.6K 0.06% 74
2018
Q2
$846K Sell
19,685
-6,160
-24% -$265K 0.12% 56
2018
Q1
$974K Sell
25,845
-280
-1% -$10.6K 0.13% 54
2017
Q4
$1.01M Buy
+26,125
New +$1.01M 0.07% 71