Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-7,721
Closed -$291K 238
2019
Q1
$291K Sell
7,721
-484
-6% -$18.2K 0.05% 187
2018
Q4
$341K Buy
8,205
+1,496
+22% +$62.2K 0.06% 163
2018
Q3
$287K Buy
6,709
+400
+6% +$17.1K 0.05% 189
2018
Q2
$325K Hold
6,309
0.05% 185
2018
Q1
$310K Buy
6,309
+100
+2% +$4.91K 0.05% 192
2017
Q4
$219K Buy
+6,209
New +$219K 0.04% 213