Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-20,725
Closed -$548K 177
2018
Q4
$548K Sell
20,725
-3,950
-16% -$104K 0.4% 67
2018
Q3
$742K Sell
24,675
-570
-2% -$17.1K 0.45% 66
2018
Q2
$739K Hold
25,245
0.48% 65
2018
Q1
$877K Sell
25,245
-3,740
-13% -$130K 0.59% 56
2017
Q4
$988K Buy
+28,985
New +$988K 0.65% 55