Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-14,233
Closed -$269K 167
2019
Q3
$269K Sell
14,233
-1,179
-8% -$22.3K 0.08% 91
2019
Q2
$320K Buy
15,412
+4,617
+43% +$95.9K 0.1% 99
2019
Q1
$210K Hold
10,795
0.06% 209
2018
Q4
$221K Hold
10,795
0.05% 207
2018
Q3
$278K Sell
10,795
-515
-5% -$13.3K 0.06% 208
2018
Q2
$257K Hold
11,310
0.06% 199
2018
Q1
$248K Buy
+11,310
New +$248K 0.06% 206