Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,452
Closed -$210K 162
2019
Q2
$210K Sell
1,452
-200
-12% -$28.9K 0.18% 147
2019
Q1
$293K Buy
1,652
+207
+14% +$36.7K 0.27% 120
2018
Q4
$230K Buy
+1,445
New +$230K 0.25% 122