Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-191,160
Closed -$2.96M 107
2019
Q3
$2.96M Buy
191,160
+475
+0.2% +$7.35K 1.59% 26
2019
Q2
$3.09M Sell
190,685
-9,025
-5% -$146K 1.62% 28
2019
Q1
$4.19M Buy
199,710
+6,370
+3% +$134K 2.11% 16
2018
Q4
$3.91M Buy
+193,340
New +$3.91M 2.33% 13