Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-3,453
Closed -$284K 150
2019
Q2
$284K Buy
3,453
+61
+2% +$5.02K 0.2% 118
2019
Q1
$272K Sell
3,392
-441
-12% -$35.4K 0.19% 119
2018
Q4
$250K Buy
3,833
+256
+7% +$16.7K 0.19% 120
2018
Q3
$263K Buy
3,577
+86
+2% +$6.32K 0.16% 126
2018
Q2
$243K Buy
3,491
+13
+0.4% +$905 0.06% 129
2018
Q1
$214K Buy
+3,478
New +$214K 0.04% 134