Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-11,950
Closed -$1.19M 501
2019
Q3
$1.19M Sell
11,950
-173
-1% -$17.2K 0.12% 210
2019
Q2
$1.12M Buy
12,123
+541
+5% +$50K 0.11% 218
2019
Q1
$1.09M Buy
11,582
+4,830
+72% +$456K 0.12% 201
2018
Q4
$433K Sell
6,752
-3,007
-31% -$193K 0.06% 277
2018
Q3
$873K Buy
9,759
+1,318
+16% +$118K 0.09% 239
2018
Q2
$670K Hold
8,441
0.07% 263
2018
Q1
$753K Buy
8,441
+5,050
+149% +$450K 0.08% 249
2017
Q4
$354K Buy
+3,391
New +$354K 0.04% 336