Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-14,645
Closed -$2.13M 256
2019
Q2
$2.13M Sell
14,645
-4,831
-25% -$704K 0.15% 174
2019
Q1
$3.06M Sell
19,476
-1,107
-5% -$174K 0.22% 150
2018
Q4
$3.34M Sell
20,583
-112
-0.5% -$18.1K 0.27% 134
2018
Q3
$4.13M Buy
+20,695
New +$4.13M 0.27% 126