Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,694
Closed -$97K 503
2019
Q3
$97K Buy
4,694
+26
+0.6% +$537 0.03% 238
2019
Q2
$113K Hold
4,668
0.03% 234
2019
Q1
$101K Buy
4,668
+25
+0.5% +$541 0.02% 268
2018
Q4
$61K Buy
+4,643
New +$61K 0.01% 357