Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-5,519
Closed -$360K 258
2018
Q4
$360K Buy
5,519
+2,000
+57% +$130K 0.23% 113
2018
Q3
$259K Sell
3,519
-10,273
-74% -$756K 0.13% 187
2018
Q2
$943K Buy
+13,792
New +$943K 0.57% 45
2018
Q1
Sell
-10,580
Closed -$720K 177
2017
Q4
$720K Buy
+10,580
New +$720K 0.93% 24