Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-5,674
Closed -$401K 186
2019
Q2
$401K Sell
5,674
-215
-4% -$15.2K 0.88% 23
2019
Q1
$393K Buy
+5,889
New +$393K 1.27% 16
2018
Q4
Sell
-3,549
Closed -$260K 122
2018
Q3
$260K Buy
+3,549
New +$260K 1.18% 40