Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-8,933
Closed -$751K 1566
2019
Q3
$751K Buy
8,933
+2,800
+46% +$235K 0.04% 685
2019
Q2
$401K Buy
+6,133
New +$401K 0.02% 832
2018
Q4
Sell
-49,729
Closed -$2.98M 1526
2018
Q3
$2.98M Buy
49,729
+21,399
+76% +$1.28M 0.14% 205
2018
Q2
$1.22M Buy
+28,330
New +$1.22M 0.05% 547
2017
Q4
Sell
-19,630
Closed -$626K 1554
2017
Q3
$626K Buy
+19,630
New +$626K 0.03% 739