Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-60,444
Closed -$5.41M 99
2018
Q4
$5.41M Sell
60,444
-667
-1% -$59.7K 2.14% 14
2018
Q3
$6.22M Sell
61,111
-635
-1% -$64.6K 2.17% 14
2018
Q2
$6.33M Sell
61,746
-1,358
-2% -$139K 2.14% 14
2018
Q1
$6.88M Sell
63,104
-405
-0.6% -$44.1K 2.29% 9
2017
Q4
$6.67M Sell
63,509
-209
-0.3% -$22K 2.26% 8
2017
Q3
$6.75M Buy
+63,718
New +$6.75M 2.26% 9