Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-53,279
Closed -$746K 586
2019
Q1
$746K Sell
53,279
-2,825
-5% -$39.6K 0.07% 254
2018
Q4
$751K Buy
56,104
+18,943
+51% +$254K 0.07% 258
2018
Q3
$574K Sell
37,161
-2,512
-6% -$38.8K 0.05% 374
2018
Q2
$539K Buy
39,673
+3,092
+8% +$42K 0.05% 290
2018
Q1
$791K Sell
36,581
-228
-0.6% -$4.93K 0.07% 236
2017
Q4
$843K Buy
+36,809
New +$843K 0.09% 182