Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-4,673
Closed -$224K 734
2019
Q2
$224K Buy
+4,673
New +$224K ﹤0.01% 655
2017
Q4
Sell
-49,768
Closed -$2.74M 698
2017
Q3
$2.74M Buy
49,768
+2,260
+5% +$125K 0.04% 230
2017
Q2
$2.02M Buy
47,508
+1,192
+3% +$50.6K 0.03% 242
2017
Q1
$1.95M Buy
+46,316
New +$1.95M 0.03% 240