Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$3.02M Sell
68,605
-40,580
-37% -$1.79M 10.31% 6
2019
Q2
$5.66M Sell
109,185
-25,111
-19% -$1.3M 11.05% 3
2019
Q1
$6.55M Sell
134,296
-64,233
-32% -$3.13M 8.04% 8
2018
Q4
$8.55M Hold
198,529
10.37% 3
2018
Q3
$8.83M Buy
+198,529
New +$8.83M 8.22% 8