Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-5,208
Closed -$1.08M 385
2019
Q2
$1.08M Buy
+5,208
New +$1.08M 0.19% 207
2018
Q4
Sell
-5,235
Closed -$1.05M 418
2018
Q3
$1.05M Buy
+5,235
New +$1.05M 0.23% 222
2017
Q2
Sell
-7,448
Closed -$771K 218
2017
Q1
$771K Buy
7,448
+879
+13% +$91K 0.17% 127
2016
Q4
$733K Buy
+6,569
New +$733K 0.17% 100