Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,046
Closed -$311K 86
2019
Q1
$311K Sell
4,046
-13,468
-77% -$1.04M 0.61% 51
2018
Q4
$1.12M Sell
17,514
-8,158
-32% -$523K 2.23% 12
2018
Q3
$1.94M Sell
25,672
-2,161
-8% -$163K 2.94% 7
2018
Q2
$2.15M Buy
+27,833
New +$2.15M 2.88% 11