Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-3,200
Closed -$285K 64
2019
Q1
$285K Buy
3,200
+200
+7% +$17.8K 0.07% 59
2018
Q4
$225K Hold
3,000
0.06% 64
2018
Q3
$300K Hold
3,000
0.08% 61
2018
Q2
$255K Buy
+3,000
New +$255K 0.07% 70