Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-9,637
Closed -$639K 147
2018
Q4
$639K Sell
9,637
-682
-7% -$45.2K 0.09% 77
2018
Q3
$769K Sell
10,319
-1,305
-11% -$97.3K 0.1% 73
2018
Q2
$847K Sell
11,624
-90
-0.8% -$6.56K 0.11% 54
2018
Q1
$767K Sell
11,714
-1,140
-9% -$74.6K 0.11% 54
2017
Q4
$697K Buy
+12,854
New +$697K 0.11% 55