Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,735
Closed -$252K 357
2019
Q2
$252K Sell
1,735
-339
-16% -$49.2K 0.13% 361
2019
Q1
$360K Sell
2,074
-5,403
-72% -$938K 0.19% 208
2018
Q4
$1.19M Sell
7,477
-170
-2% -$27.1K 0.74% 3
2018
Q3
$1.35M Buy
+7,647
New +$1.35M 0.62% 12