Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-52,585
Closed -$2.08M 94
2018
Q4
$2.08M Sell
52,585
-4,922
-9% -$195K 2.21% 22
2018
Q3
$2.41M Sell
57,507
-1,237
-2% -$51.8K 2.04% 27
2018
Q2
$2.61M Sell
58,744
-336
-0.6% -$14.9K 2.24% 18
2018
Q1
$2.63M Sell
59,080
-1,224
-2% -$54.4K 2.28% 21
2017
Q4
$2.85M Buy
+60,304
New +$2.85M 2.47% 16