Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-4,868
Closed -$203K 1014
2019
Q2
$203K Sell
4,868
-8,189
-63% -$341K 0.01% 901
2019
Q1
$524K Sell
13,057
-4,621
-26% -$185K 0.03% 498
2018
Q4
$701K Buy
17,678
+1,727
+11% +$68.5K 0.05% 331
2018
Q3
$669K Buy
+15,951
New +$669K 0.04% 387