Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-9,629
Closed -$402K 400
2019
Q2
$402K Buy
9,629
+163
+2% +$6.81K 0.08% 222
2019
Q1
$380K Sell
9,466
-59
-0.6% -$2.37K 0.08% 224
2018
Q4
$378K Buy
9,525
+2,051
+27% +$81.4K 0.1% 199
2018
Q3
$313K Buy
+7,474
New +$313K 0.07% 250