Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,671
Closed -$37K 612
2019
Q2
$37K Buy
2,671
+429
+19% +$5.94K 0.02% 331
2019
Q1
$41K Sell
2,242
-3,230
-59% -$59.1K 0.03% 307
2018
Q4
$119K Sell
5,472
-923
-14% -$20.1K 0.08% 153
2018
Q3
$255K Sell
6,395
-833
-12% -$33.2K 0.15% 90
2018
Q2
$290K Buy
7,228
+1,018
+16% +$40.8K 0.18% 81
2018
Q1
$209K Buy
6,210
+913
+17% +$30.7K 0.14% 88
2017
Q4
$176K Buy
+5,297
New +$176K 0.13% 89