Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-5,948
Closed -$254K 863
2018
Q4
$254K Sell
5,948
-1,779
-23% -$76K 0.01% 579
2018
Q3
$335K Sell
7,727
-2,239
-22% -$97.1K 0.01% 574
2018
Q2
$430K Sell
9,966
-2,412
-19% -$104K 0.01% 564
2018
Q1
$500K Sell
12,378
-5,338
-30% -$216K 0.01% 582
2017
Q4
$683K Buy
+17,716
New +$683K 0.01% 519