Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-23,047
Closed -$267K 875
2019
Q2
$267K Sell
23,047
-45,121
-66% -$523K 0.05% 585
2019
Q1
$828K Sell
68,168
-63,617
-48% -$773K 0.15% 258
2018
Q4
$1.41M Buy
+131,785
New +$1.41M 0.32% 65