Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-34,867
Closed -$577K 178
2019
Q3
$577K Sell
34,867
-14,827
-30% -$245K 0.26% 89
2019
Q2
$875K Buy
49,694
+4,179
+9% +$73.6K 0.43% 62
2019
Q1
$879K Buy
+45,515
New +$879K 0.48% 62
2018
Q4
Sell
-90,441
Closed -$2.16M 137
2018
Q3
$2.16M Buy
90,441
+3,923
+5% +$93.8K 1.06% 31
2018
Q2
$2.16M Buy
+86,518
New +$2.16M 1.18% 27