Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-35,564
Closed -$661K 1475
2019
Q1
$661K Buy
35,564
+2,602
+8% +$48.4K 0.01% 755
2018
Q4
$650K Sell
32,962
-16,380
-33% -$323K 0.02% 722
2018
Q3
$1.95M Sell
49,342
-10,322
-17% -$408K 0.04% 411
2018
Q2
$2.07M Buy
59,664
+15,891
+36% +$551K 0.04% 406
2018
Q1
$1.54M Buy
43,773
+14,457
+49% +$509K 0.03% 463
2017
Q4
$929K Buy
+29,316
New +$929K 0.02% 549