Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-5,342
Closed -$266K 1536
2019
Q2
$266K Sell
5,342
-1,823
-25% -$90.8K 0.01% 935
2019
Q1
$298K Sell
7,165
-2,538
-26% -$106K 0.01% 805
2018
Q4
$283K Buy
9,703
+1,576
+19% +$46K 0.01% 679
2018
Q3
$395K Buy
+8,127
New +$395K 0.01% 717