Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,198
Closed -$95K 66
2019
Q1
$95K Sell
2,198
-33
-1% -$1.43K 0.08% 71
2018
Q4
$82K Sell
2,231
-2,930
-57% -$108K 0.06% 72
2018
Q3
$227K Sell
5,161
-75
-1% -$3.3K 0.14% 40
2018
Q2
$225K Buy
5,236
+1,469
+39% +$63.1K 0.15% 40
2018
Q1
$142K Buy
+3,767
New +$142K 0.09% 49