Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-22,322
Closed -$1.97M 188
2019
Q1
$1.97M Buy
22,322
+1,553
+7% +$137K 1.33% 26
2018
Q4
$1.53M Sell
20,769
-5,797
-22% -$426K 0.97% 34
2018
Q3
$2.19M Buy
26,566
+2,274
+9% +$187K 1.1% 16
2018
Q2
$1.8M Buy
24,292
+2,640
+12% +$196K 1.08% 20
2018
Q1
$1.54M Buy
+21,652
New +$1.54M 1.88% 13