Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-34,375
Closed -$1.96M 98
2018
Q4
$1.96M Sell
34,375
-2,758
-7% -$157K 2.07% 25
2018
Q3
$2.68M Sell
37,133
-410
-1% -$29.5K 2.26% 23
2018
Q2
$2.11M Buy
37,543
+285
+0.8% +$16K 1.81% 31
2018
Q1
$2.06M Buy
37,258
+127
+0.3% +$7.04K 1.79% 36
2017
Q4
$2.38M Buy
+37,131
New +$2.38M 2.06% 27