Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$569K Sell
36,100
-3,808
-10% -$60K 0.07% 139
2018
Q4
$590K Buy
39,908
+2,941
+8% +$43.5K 0.08% 128
2018
Q3
$726K Sell
36,967
-30,624
-45% -$601K 0.08% 128
2018
Q2
$1.32M Sell
67,591
-37,504
-36% -$733K 0.15% 84
2018
Q1
$2.06M Buy
105,095
+7,455
+8% +$146K 0.22% 58
2017
Q4
$1.97M Buy
97,640
+16,807
+21% +$339K 0.21% 58
2017
Q3
$1.52M Buy
80,833
+14,529
+22% +$273K 0.17% 73
2017
Q2
$1.24M Sell
66,304
-80,399
-55% -$1.51M 0.15% 78
2017
Q1
$2.61M Buy
146,703
+70,513
+93% +$1.25M 0.33% 50
2016
Q4
$1.39M Sell
76,190
-23,221
-23% -$424K 0.18% 99
2016
Q3
$1.21M Buy
+99,411
New +$1.21M 0.17% 132
2014
Q3
Sell
-122,803
Closed -$1.76M 204
2014
Q2
$1.76M Hold
122,803
0.53% 68
2014
Q1
$1.75M Buy
122,803
+22,229
+22% +$317K 0.54% 67
2013
Q4
$1.35M Buy
100,574
+4,039
+4% +$54.2K 0.41% 73
2013
Q3
$1.1M Buy
96,535
+514
+0.5% +$5.86K 0.39% 76
2013
Q2
$1.06M Buy
+96,021
New +$1.06M 0.38% 87