Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-18,620
Closed -$1.17M 743
2018
Q4
$1.17M Buy
18,620
+1,330
+8% +$83.4K 0.16% 138
2018
Q3
$1.27M Buy
17,290
+2,170
+14% +$159K 0.16% 138
2018
Q2
$1.03K Sell
15,120
-1,252
-8% -$86 0.12% 163
2018
Q1
$981K Sell
16,372
-3,172
-16% -$190K 0.17% 118
2017
Q4
$1.19M Buy
19,544
+3,696
+23% +$224K 0.2% 86
2017
Q3
$855K Sell
15,848
-15,914
-50% -$859K 0.19% 89
2017
Q2
$1.6M Buy
31,762
+2,088
+7% +$105K 0.37% 58
2017
Q1
$1.54M Buy
29,674
+893
+3% +$46.4K 0.39% 53
2016
Q4
$1.59M Buy
+28,781
New +$1.59M 0.42% 52