Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,174
Closed -$241K 200
2019
Q2
$241K Sell
1,174
-607
-34% -$125K 0.2% 137
2019
Q1
$343K Hold
1,781
0.3% 88
2018
Q4
$284K Sell
1,781
-18
-1% -$2.87K 0.28% 101
2018
Q3
$263K Sell
1,799
-58
-3% -$8.48K 0.21% 129
2018
Q2
$225K Sell
1,857
-14
-0.7% -$1.7K 0.14% 159
2018
Q1
$238K Buy
+1,871
New +$238K 0.13% 169