Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-9,494
Closed -$1.75M 5
2019
Q2
$1.75M Sell
9,494
-10,548
-53% -$1.94M 1.68% 21
2019
Q1
$3.81M Sell
20,042
-511
-2% -$97.1K 2.43% 18
2018
Q4
$4M Buy
+20,553
New +$4M 2.7% 18