Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-15,905
Closed -$2.72M 1334
2019
Q1
$2.72M Buy
+15,905
New +$2.72M 0.16% 160
2018
Q1
Sell
-12,100
Closed -$1.62M 1476
2017
Q4
$1.62M Buy
+12,100
New +$1.62M 0.07% 445
2017
Q1
Sell
-25,000
Closed -$2.79M 1410
2016
Q4
$2.79M Buy
+25,000
New +$2.79M 0.17% 165
2015
Q2
Sell
-4,182
Closed -$401K 1464
2015
Q1
$401K Sell
4,182
-35,006
-89% -$3.36M 0.01% 998
2014
Q4
$3.72M Buy
39,188
+570
+1% +$54.1K 0.14% 189
2014
Q3
$3.39M Sell
38,618
-27,726
-42% -$2.43M 0.16% 177
2014
Q2
$5.98M Buy
66,344
+28,850
+77% +$2.6M 0.31% 56
2014
Q1
$3.16M Buy
+37,494
New +$3.16M 0.17% 148