Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-8,400
Closed -$101K 213
2019
Q1
$101K Buy
+8,400
New +$101K 0.1% 167
2018
Q2
Sell
-5,356
Closed -$90K 276
2018
Q1
$90K Buy
5,356
+1,213
+29% +$20.4K 0.08% 177
2017
Q4
$76K Buy
+4,143
New +$76K 0.07% 184