Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,648
Closed -$391K 267
2019
Q1
$391K Buy
+4,648
New +$391K 0.4% 37
2018
Q3
Sell
-400
Closed -$31K 117
2018
Q2
$31K Sell
400
-5,097
-93% -$395K 0.04% 104
2018
Q1
$365K Hold
5,497
0.32% 43
2017
Q4
$343K Buy
+5,497
New +$343K 0.33% 49