Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,061
Closed -$952K 306
2019
Q2
$952K Buy
10,061
+380
+4% +$36K 0.11% 156
2019
Q1
$1.18M Buy
9,681
+321
+3% +$39.2K 0.14% 137
2018
Q4
$870K Buy
+9,360
New +$870K 0.12% 148