Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-114,675
Closed -$2.23M 144
2019
Q1
$2.23M Buy
114,675
+13,777
+14% +$268K 0.96% 44
2018
Q4
$2.06M Buy
100,898
+28,183
+39% +$577K 1% 41
2018
Q3
$1.87M Buy
72,715
+2,069
+3% +$53.3K 0.83% 35
2018
Q2
$1.6M Sell
70,646
-3,510
-5% -$79.6K 0.68% 36
2018
Q1
$1.63M Buy
74,156
+4,829
+7% +$106K 0.67% 38
2017
Q4
$1.46M Buy
+69,327
New +$1.46M 0.6% 50