Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-9,258
Closed -$1.27M 22
2019
Q3
$1.27M Buy
9,258
+1,477
+19% +$203K 0.61% 15
2019
Q2
$1.13M Buy
+7,781
New +$1.13M 0.41% 16
2018
Q3
Sell
-7,162
Closed -$1.18M 427
2018
Q2
$1.18M Buy
+7,162
New +$1.18M 0.14% 95