Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-59,335
Closed -$428K 157
2019
Q2
$428K Hold
59,335
0.28% 121
2019
Q1
$447K Sell
59,335
-1,434
-2% -$10.8K 0.27% 122
2018
Q4
$341K Sell
60,769
-2,197
-3% -$12.3K 0.24% 119
2018
Q3
$619K Buy
+62,966
New +$619K 0.34% 88