Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,348
Closed -$349K 39
2019
Q3
$349K Buy
+4,348
New +$349K 5.05% 5
2018
Q1
Sell
-9,388
Closed -$504K 162
2017
Q4
$504K Buy
+9,388
New +$504K 2.09% 6
2017
Q2
Hold
0
232
2017
Q1
Hold
0
258
2016
Q3
Sell
-4,484
Closed -$247K 255
2016
Q2
$247K Buy
+4,484
New +$247K 0.11% 132