Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,399
Closed -$433K 144
2019
Q3
$433K Sell
2,399
-5,123
-68% -$925K 0.06% 135
2019
Q2
$1.15M Hold
7,522
0.15% 124
2019
Q1
$1.32M Sell
7,522
-180
-2% -$31.5K 0.17% 112
2018
Q4
$1.13M Buy
7,702
+424
+6% +$62.1K 0.16% 124
2018
Q3
$1.64M Buy
+7,278
New +$1.64M 0.16% 103