Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-10,066
Closed -$1.03M 302
2019
Q3
$1.03M Sell
10,066
-434
-4% -$44.6K 0.14% 142
2019
Q2
$1.23M Buy
10,500
+81
+0.8% +$9.5K 0.15% 136
2019
Q1
$1.72M Buy
10,419
+964
+10% +$159K 0.21% 106
2018
Q4
$1.5M Buy
+9,455
New +$1.5M 0.2% 104