Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,642
Closed -$239K 350
2019
Q2
$239K Sell
1,642
-1,155
-41% -$168K 0.05% 284
2019
Q1
$439K Buy
2,797
+222
+9% +$34.8K 0.08% 172
2018
Q4
$417K Buy
+2,575
New +$417K 0.11% 129