Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-13,127
Closed -$1.55M 62
2019
Q2
$1.55M Sell
13,127
-66
-0.5% -$7.8K 1.82% 30
2019
Q1
$1.58M Sell
13,193
-16,572
-56% -$1.98M 1.83% 29
2018
Q4
$2.66M Sell
29,765
-2,398
-7% -$215K 2.82% 10
2018
Q3
$3.27M Sell
32,163
-332
-1% -$33.8K 2.76% 11
2018
Q2
$3.33M Buy
32,495
+11,190
+53% +$1.15M 2.86% 7
2018
Q1
$2.32M Buy
+21,305
New +$2.32M 2.01% 29