Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-43,868
Closed -$1.39M 636
2019
Q3
$1.39M Sell
43,868
-19,033
-30% -$601K 0.14% 242
2019
Q2
$2.11M Buy
62,901
+14,872
+31% +$498K 0.22% 151
2019
Q1
$2.08M Buy
48,029
+13,074
+37% +$567K 0.2% 174
2018
Q4
$1.51M Buy
+34,955
New +$1.51M 0.21% 142