Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$306K Buy
8,800
+1,056
+14% +$36.7K 0.01% 584
2019
Q2
$265K Buy
7,744
+1,188
+18% +$40.7K 0.01% 617
2019
Q1
$226K Buy
6,556
+1,056
+19% +$36.4K 0.01% 646
2018
Q4
$193K Buy
+5,500
New +$193K 0.01% 644
2017
Q3
Sell
-5,632
Closed -$169K 892
2017
Q2
$169K Buy
5,632
+1,584
+39% +$47.5K 0.01% 617
2017
Q1
$133K Buy
+4,048
New +$133K 0.01% 571