Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-28,555
Closed -$1.87M 163
2019
Q2
$1.87M Buy
28,555
+1,675
+6% +$110K 0.08% 80
2019
Q1
$1.56M Sell
26,880
-2,340
-8% -$136K 0.07% 96
2018
Q4
$1.41M Sell
29,220
-7,270
-20% -$351K 0.07% 100
2018
Q3
$2.24M Buy
+36,490
New +$2.24M 0.1% 80